Ben Richardson, CEO at SulNOx, confident they can cost-effectively decarbonise commercial shipping. Watch the video here.
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Our next project, perhaps? Maybe GL thought it too soon? All conjecture of course. Nothing to do but wait unfortunately.
Thanks for update .. now get him drunk and find out some more .. on second thoughts
Nice one dawski thanks for update
Just out of an excellent presentation by dear Arun solo without JW... but don’t worry folks I had a good chat with Arun when I accidentally bumped into him having a quick pre meeting
smoke pre meeting and I have it on good authority that he is in a mission abroad.. must be important so watch thus space ..Arun did well in all the circumstances IMHO..sleep well .cheers from Euston !!
Keep us posted dawski
Well you tell him from me that I'm in here to make some real dosh. Any day after 6 April wii do now. That should give him more than enough time.He ought to answer to you. You own more of INFA than he does!! Go well, Dawski.
Nice one,Setanta.. just on way to hear JW now !!!
very leaky indeed
and a traders and market manipulators plaything which can really skew price
We've had one positive RNS in three months and that was followed the next day by the exit of the chairman.The SP has fallen by more than 50% in less than two months. Traders at work. INFA is clearly a very leaky ship. And I do not believe the leaks are coming from the BOD. I think you can easily guess from where they are coming. Remember the .24p days. Same source is my guess!
A bit of common sense to bring us up to date. If the chairman leaves the board the day after a very positive project update without giving even one days notice there is an indication of a very fundamental disagreement in the boardroom.So we have to believe that the CEO knows what he is about and that his view will be best for the welfare of INFA. We will know fairly soon. The decision to leave the company without a chairman for up to six months speaks volumes.
I think INFA is gilt edged. BY FID time,(and that's not far away), we will know the good news. The traders are just waiting to be given the nod that the prime events are at hand and we will see the inrush. That's what I think !
Good to see the return of mcadder and spud to this board and the confidence of the ever present Dawski. We seem to have known each other for a long time now. Go well to them.
Agree. Looking forward to hearing more fact and figure re the outlook. So much on the table planned for the next 3.5 months leading up to the end of Q2.
JW speaking up for the company so often, very impressed by that
For those of us unable to attend tomorrow evenings presentation, it will be available on the LSE website and shortly thereafter on the INFA website.
Seconded ..jolly good read and much needed this week!!
Thanks for the post it makes for a good read & if, as I do believe in the project, the current SP makes for a very good entry point which in my opinion with a high degree of a quick return this month.
Infrastrata fell 9pc to 0.96p last Thursday as investors overlooked several positive developments in an update to focus on the firm’s claim that due diligence with potential equity partners was taking ‘longer than expected’. It then fell another 8.8pc to 0.88p on Friday following the news that chairman Graham Lyon would be stepping down to concentrate on other projects. Here, we take a look at the company and its recent newsflow before asking whether this week’s drop presents a decent buying opportunity.
https://total-market-solutions.com/2019/03/11/infrastrata-plc/
So much speculation and we are probably all wrong!
My own view for what it is worth is that if the current climate does not result in a conclusive package of capacity and equity deals for the project I think the company would be an attractive hold for the bigger players in the industry.
Yes it has been a long time on the blocks and it is now in the best ever position for a commercial development; having said that if JW and his team cannot make it work then the cost of holding an asset like this on the books of a much bigger company like Gazprom, INEOS, Shell etc is minimal given the option value from a future development.
So my thinking is that a company sales could result in the event the commercial solutions are not found by this summer. The question then would be at what price could someone pick up INFA stock.
Hi All I am hoping we will end up Blue today & not a further drift down of the SP due to the vagaries of AIM.If you believe in the INFA project the current SP is as 'cheap as chips' & for some an opportunity to average down.Lets hope that this weeks presentation will help bounce the SP back up.Onwards & upwards.
Was GL pushed, or did he jump?
And is the real problem that the financial partner promised us by last year end was not acceptable to JW, resulting now in the power play being put in the late bidder's hand? Or does a certain person want an outright sale of the project, not acceptable to GL?
Will we ever know, as pawns in the game?
That is why the sp is drifting. Mr Market hates uncertainty, missed deadlines and internal signs of stress.
But, Ken, we won't need it.
Try again, my good man.
You think the European Union will give you one penny more when Italy has stopped a tunnel to France as it runs out of funds.
Italy says it needs the funds to fix the old roads,bridges and infrastructure they are in a bad state of repair.
Hence so why should you think you will get more money.
The European Union is heading for a financial crisis after Brexit with the main five countries heading to a melt down.
Re Last 2 posts .....nice darts McA.....one hundred and EIGHTY !!!!
https://www.esri.ie/publications/liquefied-natural-gas-and-gas-storage-valuation-lessons-from-the-integrated-irish-and
4th March 2019
This research evaluates the potential effects for consumers in both Ireland and the UK of two new natural gas projects. The first project is an Irish Liquefied Natural Gas (LNG) facility to import gas, such as the Shannon LNG facility in Co. Kerry; the second project is an Irish natural gas facility to store gas for later consumption, such as the Islandmagee Underground Gas Storage facility in Northern Ireland.
Overall, this research highlights how LNG and gas storage facilities represent
complementary investments that enhance supply security and market
competitiveness to the benefit of Irish consumers.
We consider the expected economic benefits of Irish LNG and gas storage
infrastructures for consumers in both Ireland and the UK. Based on seasonal
fluctuations of gas demand and prices, we assess the annual expected cost
reduction for consumers and its sensitivity to varying market conditions.
This research is of interest when considering consumers’ benefits of EU energy
policies and legislation goals. Furthermore, it is of interest to decision- and policy-
makers when designing and evaluating new developments in energy
infrastructure. This research is also relevant when assessing the speculative
function offered by LNG and gas storage facilities and has implications when
considering power systems highly reliant on variable renewable energy sources.
House of the Oireachtas
Energy Resources
Dáil Éireann Debate, Thursday - 8 March 2018
"In line with the Programme for Government and the Government’s Energy Policy Paper, my Department is carrying out, in conjunction with the Commission for Regulation of Utilities, Gas Networks Ireland and EirGrid, a study on Ireland’s resilience to a long term gas disruption, which includes the possible need for gas storage and LNG. This study will inform the formulation of future policy measures to maintain the resilience of Ireland’s gas and electricity supply".