Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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I'm sure you're right.I imagine the AIM days are numbered.Go well.
Very good point spud and after coming away from the presentation on weds the link with potential increase of 15+ caverns and twinning of the pipeline makes perfect sense
Yes, there's absolutely no point in building another 15 caverns, so that IM represents at least 45% of UK storage capacity, without being co-ordinated alongside a twinning pipeline project.
This wasn't mentioned on Wednesday and purely my opinion. But after thinking about it a 23 cavern project combined with extra pipe volume would give the islandmagee facility the deliverability to replace Rough
If that is true, it's mind blowingly important for Infa shareholders. Not just the extra cavern storage, making IM the biggest storage facility in the UK and RoI, but having an interest in the twinned gas pipeline as well.....
Centrica and HMG must now be sitting up and taking Infa seriously.
Hi Setanta Infa won't be on aim forever imo
Yes O&W potential other project
John Wood, CEO of InfraStrata, talks to BRR Media following the Company's recent shareholder meeting:
https://www.brrmedia.co.uk/broadcasts/5c09456a96a7b725bb67c3f6/infrastrata-shareholder-meeting-2018
https://www.brrmedia.co.uk/broadcasts/5c09456a96a7b725bb67c3f6/infrastrata-shareholder-meeting-2018
From the interview, I didn't quite get one sentence.
He said, "we're looking at doing a feasibility study to twin the pipeline".
Does he mean Infa would be involved in building that pipeline as well?
*gasnetwork.ie......stupid spellcheck
Nice spot McAfee. Snippets from fasnetworks.ie ‘This investment will further modernize and extend Ireland’s gas network, including the completion of the Scotland – Ireland interconnector project. The upgraded infrastructure will facilitate gas innovation projects such as renewable gas and compressed natural gas (CNG), which will play a role in decarbonizing the Irish economy.’. ‘The investment programme includes construction of a new 50km parallel connection between Cluden and Brighouse in Scotland. At present, the gas connection between the UK and Ireland is dependent on a single pipeline’.
Hi Jabido, thank you for adding my name to your complimentary remarks. Like you I greatly value the inputs of mcadder and spud on this BB. Who could provide so much accurate and valuable information as spud does. His post of the BRR clip this morning is an example! I am generally well researched but whenever i am failing to find a detail I want I know that spud will have it, and that he'll provide it.
I'm a bit contrarian for the general taste but I do have strong opinions from time to time about INFA. For instance I do believe that the INFA SP has endured manipulation these past three months.I also believe that that will be overcome in time by the activity of our excellent BOD.
I also like to read Naz's posts. He is , as you say, out there, but beneath all that I believe he is sincere in his beliefs.
I think INFA is going to be big. In the BRR clip JW talks about investors being involved for the next 20 years. Not too common on AIM !! Go well.
https://www.irishtimes.com/business/energy-and-resources/gas-networks-ireland-to-borrow-100m-from-eib-for-infrastructure-1.3723070
The European Investment Bank (EIB) is lending €100 million to State utility Gas Networks Ireland (GNI) to boost its infrastructure.
GNI operates the network through which natural gas travels to 700,000 homes and businesses, an interconnector to Scotland that allows the fuel to be imported from the North Sea and a pipeline supplying the Isle of Man.
The bank said yesterday that it would provide €100 million in long-term funding to GNI which would underpin an overall €205 million investment in the company’s networks.
Exeat :) not a boarder by any chance BroodBox? Nice to talk to you and hope INFA are going to bring home the Honey
Taken this good opportunity to top up. Sorry I had to leave early after the meeting and not to meet more of you - the exeat ended at 10 pm!
O&W, I found it on Twitter #infa. Scroll down and you’ll see it on BRRMedia mate.
https://t.co/qALXIU3f07?amp=1 Just released
Has anyone seen the presentation online yet?
Just goes to show how this project is several years behind Infa and with huge public opposition
https://www.fleetwoodtoday.co.uk/news/environment/public-meeting-on-halite-all-set-1-9480977
Published: 17:22 Updated: 17:43 Thursday 06 December 2018
A public meeting, organised by the campaign group No Gas Storage, will be held at Knott End Golf Club on Friday. People who wish to attend are advised to get there by 7.30pm and the meeting is expected to get under way at 7.45pm.
Claire Quaid, from No Gas Storage, says anyone who wants to find out the latest news on Halite’s controversial gas story plans is welcome to attend. She said: “This will be a good opportunity to hopefully hear some answers to some of our most pressing questions about this scheme, especially with Keith Budinger there.” The meeting comes just weeks after new owners of Halite were announced.
Howdy fellow investors, just want to thank you all for your continued contributions. I mostly read from the side lines, quietly waiting for the 23(!) caverns to be built. Its amazing to think how big this share could be. Couple of things, naz... I like your random input. Although a bit "out there" I think u have a good heart. Spud, madder, setanta....i value your input tremendously, so keep it up, but don't fall out because it feels like my parents arguing and makes me uncomfortable :) go team infa!!
I'll add my ravings! What about the mahoosive cherry on the cake in the form of £40mill EU grant?........
JW says Infa has narrowed down potential equity funders from 5 a month r so ago, to 3 "live" ones this week, each offering Term Sheets.
The decision of which one to accept, if any, is not to be taken lightly, as I can well imagine the equity funder is prepared to go further and be involved all the way, down to building 15 more caverns over the next decade, give or take a year or two. Some no doubt were disappointed that the precise name and funding terms weren't announced prior to last night's meeting, but that might have been a rushed, ill-considered action by Infa, given the enormity of the potential prize here. That, and a lousy equity market sentiment right now, are behind the sp shenanigans over the last 24 hours. Nothing more.
Financing is key here. Either Infa pulls it off with a deep-pocketed equity partner (and corresponding debt finance) or it doesn't, in which case we shall all be the poorer for it. I am willing to take a big chance here with my retired SIPP money. Others are in here big, too, including JW himself.
The upside here is literally unquantifiable, but must be of ten-bagger potential at any rate, even with the present 2-8 cavern plan, given the updated projected NPV of 11.5p at a 10% discount rate. And those of you who dismiss this as the ravings of a biased shareholder, I could point to another big winner on AIM of mine (and many others) in the name of BMN, over the last two years, that has gone from a low of 1.5p to a high last month of 50p, on the back of successful funding for a strategically valuable commodity and a dominant position in one particular industry - Vanadium.
When the market wakes up to the NPV implications of building a further 15 caverns over time, that ten-bagging potential may seem rather conservative, in hindsight.
GL all genuine investors here.
You make about as much sense as Theresa May.
When we Brexit and no more funds to EU will the ROI. have enough money to bail out the EU.to give even 40 million never mind 400 million .
Where will the EU get the funding as most of the EU needs a lot of cash?