Member Info for BaysilHope

Sorry for being quiet - some would rather I still was no doubt. Having a look at ALK again, the Crude Oil dynamics and energy are so destructive in the bear phase but offer good recovery options once the cycle is turning - ALK will be in that batch no doubt - simply for its exposure to EDR and lower gas & wholesale prices hopefully reverse a tad. I will be buying in this week modestly but the poor showing of output 2014 I need to examine for myself really why given all the rhetoric and would like to go to the ALK AGM this year, God and crude $ willing. Hope all are Ok. The SP is ridiculously cheap for a company that should make +£5m 2015 with divi. GL ALk's not on its own mind you.

FYI - Quote StockMarketWire.com - Alkane Energy (ALK) (ALK.L) [LON.ALK], one of the UK’s fastest growing independent power generators, is to brief investors at an event later this month supported by the London Stock Exchange. It will be part of an investor evening on Wednesday January 28 being organised by Shares Magazine. The event is sponsored by AJ Bell Youinvest. The presentation from Alkane will be given by its chief executive officer, Neil O'Brien. The evening will take place at the Novotel Tower Bridge in Pepys Street, London EC3. The investor presentations start at 6.30 p.m. Investors have the opportunity to register now for free at www.sharesmagazine.co.uk/events - Current SP maybe -ve press see - Insider Selling: Alkane Energy Plc insider Stephen Goalby Sells 188,980 Shares of Stock (ALK) Alkane Energy Plc (LON:ALK) insider Stephen Goalby sold 188,980 shares of the company’s stock on the open market in a transaction that occurred on Tuesday, January 6th. The stock was sold at an average price of GBX 29.44 ($0.44), for a total value of £55,635.71. RUBBISH REPORTING - Basically THE press is twisting S Goalby share sales to pay for tax - he actually INCREASED NET his share holdings by exercising a buy option > than the sale at the same time. HTH GL

WE now are seeing how ALK Business is Model robust - short term obstacles - Maltby £2m completion cash/ General Oil Bear & Henderson £2m Con Loan Notes @ 17p forgetting the placing at 36p for Arron, let this SP settle and when these growth - related investment tools were used for expansion - which has been delivered - not distress fund raising but growth fall out BUY - in 2015 nit yet. GN HNY I'm finished for some time. PS EDR project A Prospect could support +30MW Base load +150bcfGas Income ALK & EDR easy plus STOR - one site different businesses in 12 months forgetting SHale!!

Capacity Auction Review – Update - The eliminated UK Power Reserve & New ALK Projects. Quote Pursuant to an Ofgem enforcement decision, the Prequalification statuses of several CMUs were updated to “Not Prequalified” after the IT Auction System data was populated. As such, under Capacity Market Rule 5.3.3 the Auctioneer is required to submit an Exit Bid at the Price Cap for any CMUs where the Auctioneer becomes aware that the CMU should be disqualified. In Round 1, the Auctioneer exited 11 such CMUs at the Price Cap. These totalled 183 MW of Capacity. The CMUs and the reasons for their disqualification are listed below. As these Exit Bids took effect well above the Price Cap of the Clearing Round, no other Bidding CMU was denied a Capacity Agreement by the removed unit’s inclusion at the beginning of the Auction. New ALk Projects quote Alkane Group Bevercotes 2 & Newmarket 2 No New Build Generating CMU 3.998 - Alkane Group Bilsthorpe 2 Yes New Build Generating CMU 2.714 15 Alkane Group Brickershaw 1 Yes New Build Generating CMU 2.92 15 Alkane Group Brodsworth 2 & Askern 2 Yes New Build Generating CMU 5.61 15 Alkane Group Calverton 2 & Florence 2 & Gedling 2 Yes New Build Generating CMU 4.79 15 Alkane Group Clipstone 1 & Parkside 1 Yes New Build Generating CMU 10.82 15 Alkane Group Darent 1 Yes Existing Generating CMU 11.835 1 Alkane Group Goldbourne 1 Yes New Build Generating CMU 2.92 15 Alkane Group Grimethorpe 1 Yes Existing Generating CMU 4.94 1 Alkane Group Hem Heath 1 & Manvers 1 Yes Existing Generating CMU 4.278 1 Alkane Group Hickleton 1 Yes Existing Generating CMU 3.813 1 Alkane Group Houghton Main 1 Yes Existing Generating CMU 4.29 1 Alkane Group Kirkby 1 Yes New Build Generating CMU 5.62 15 Alkane Group Markham Main 1 Yes New Build Generating CMU 4.38 15 Alkane Group Rhymney 1 Yes Existing Generating CMU 9.52 1 Alkane Group Shirebrook 1 Yes Existing Generating CMU 7.505 1 Alkane Group Toray 1 & Markham 1 Yes Existing Generating CMU 2.983 1 Alkane Group Wheldale 1 Yes Existing Generating CMu Toray 1 & Markham 1 Yes Existing Generating CMU 2.983 1 Wheldale 1 Yes Existing Generating CMU 5.963 1 Wheldale 2 Yes New Build Generating CMU 2.368 15 Whitwell 2 Yes New Build Generating CMU 3.74 15 5.963 1

There could be more coming for Alkane see - this latest news, - U.K. Grid Cuts 11 Plants From Capacity Auction Amid Ofgem Probe U.K. Capacity Reserve Ltd. (P/Of UK Power Resreve - had 11 of its power plants removed from the nation’s capacity auction register amid an investigation by Ofgem into whether the company provided false information about planning consent for the units. National Grid Plc, who is running the auction, changed 196 megawatts of capacity to “not prequalified” on the register in the latest version published on its website on Dec. 15, meaning that it cannot participate. On the same day, the U.K. regulator, the Office of Gas and Electricity Markets, said it was investigating the company for not complying with the auction rules. U.K. Capacity Reserve entered 1,729 megawatts of capacity into the auction and 680 megawatts has not qualified, according to National Grid data. The 196 megawatts that was removed was for proposed new build capacity. The company is a unit of Solihull, England-based U.K. Power Reserve Ltd., which has a portfolio of 185 megawatts of existing capacity, according to a press release from Nov. 18. Ofgem spokesman Chris Lock said he couldn’t provide more information while the investigation was ongoing. Kate Garratt, head of energy at Aspectus PR, which handles U.K. Capacity Reserve’s public relations, said by e-mail they wouldn’t be able to provide comment today. UK Power Reserve Statutory Accounts- in the Public domain showed Sales £11.8m, losses of £3.2m 2013 Fixed Assets Plant Gen Kit Land £28m and Net Assets of £28m. Strong share capital - only in the game since 2010 – The ALK meisters since the 90’s yet award UK Power Reserve won 363 MW!! Largest winner of the bid process (SME) – Struth. - Now UK Power Res sites & sites relinquished - target ?!! GL Fingers crossed for 2015 - there are enormous oppos for ALK to develop capacity matrices in the next 2-3 years delivering above average growth - many superb strategic options created by great management skills - enviable really. GN GL. The info is out there. HNY.

Those pipeline CMM sites (Many Regent Park Energy) with lower CMM reserves not critical mass for sole purpose base load 24/7 - are revitalised with a Base load & STOR mix say 0.5MW B/L extends mine life and then STOR kicks in bought out gas 5MW win win - check out DECC website ALK will build the next +50MW on such a basis and has listed +10 sites lined up to build. Then Acquisitions see next post quotes further growth. GL

AlK winning these 'Go Forward' New contracts with Govt close collaboration to solve a problem - ALK could have +300MW capacity in 2 years easy (No Placing) sharing EDR resources,the additional revenue & greater prominence/ presence in the Energy Sector - home grown UK green firm , then the 14TH Rd Award could be exceptional - and again the Arron Acq gives Scale to the Bid process and helps EDR- well planned - brilliant timing - beautiful execution despite the MM -ve SP these are both jobs/projects well done. This SP should be +54p some office based twat thinks different. Try it yourself sunshine.

Patience - the development of future clean Gen Capacity RNS backed by the Govt - says 2 things to me. One making Scale work post acquisition July 14 Arron - STOR +100MW & plays beautiful into the potential EDR drilling new resource pipeline Nat Gas - Biscarthorpe - A Prospect from the ALK perspective, a step nearer. This company's potential is so understated but not short term - longer term - new build plants - Planning timelines - this is in my mind - How to run an SME business - FXXXing luv um - the faithful understand this SP will never jump with MM **** ratings and greed but the business model (as long as CMM depletion is factored in and resolved - new sites etc) solid as a rock outlook. Well done BOD & N O'B when you see other Monkey AIM CEO#s with krap issues - we have a cracker. We'll live thru a depressed EDR SP 2014 accounts and next year will be a thriller when ALK & EDR will shine as a JV. Trading update Mid Jan 15 & 14th RD to look forward to - GL & HNY Where's Kenstaff? Luv Baz

Firstly ALk does not frack - sold its Shale to EDR May 14 - Alk’s –ve is in the main Egdon Share price & downward energy pricing. Upside 14th Rd results Due could massively increase resources for CMM and acreage for ALk (Cheap Gas) Alk has a superb STOR contract acquired from Arron +£1m standby Leven + 10 years – it’s a quasi lease really - company well managed can raise cash a.s.a.p - plus prudent cash flow positive and massively undervalued. At 30p mega discount – if they get into South Wales PEDL’s for Coal Mine Methane 1,000 sqkms - look out news in 6 weeks – richest gas coal seams in the UK for CMM Gas (Conventional) and sell unconventional to EDR. Win Win. This is a very good business. Not for the shorters – quality jobs.

NOB on EDR's final results BOD pres luv it - why the effort apart from Holding ?. There will be JV's - synergy electricity & supply agreements with ALK/EDR in time - one for the patient - DECC news will start announcements 6-7 weeks to go. GL GN - If ALK/EDR an get a critical mass JV/Nat Gas Dev - different Investments - accelerated development - is why IMHO - NOB on EDR Board- its not a passive Non Exec role - its development. No worries about Oil - Happy Days for both companies if producing gas/power.

IMHO - GBRsa is a resting investing vehicle for some time while GW pursued various PEDL deals - 14th DECC Rd - options. It's value to GW - it's a very cheap immediate access to LSE Capital - being AIM quoted. If I was GW (And I'm not) given the punitive DECC exploration cash commitments going forward. I would sell my PEDL's 300k acres inject into or part GBR at cost no CGT and allow the main asset growth of profits - personally sacrifice an element of control for longer term gain through the AIM company so the investment business GBR AIM co has integrity. Still early days - GW initially loses but gains when GBR shares grow & shale takes off - takes vision & balls. HNY GL GN. Jim Rat Ineos is the game changer and more news will out not being afraid of DAFT!! Silly Shale. ******XX

TOTAL BH GUESS - As I said our Mr GW quiet 8 mths newly appointed CEO GBR (30% holding) Nov 19th Press release 20th reported - gone feral GW, chairman of UK Onshore Gas Limited, whose subsidiary companies Coastal Oil and Gas and UK Methane Ltd, hold licences to explore an estimated 300,000 acres across South Wales and in parts of England, said A SIMILAR announcement COULD soon be MADE in Wales. The Bridgend-based businessman said: “I believe this will be the first of a number of such investments in the UK, although I don’t think Ineos will come to Wales. NO Guess - it is easier to negotiate Shale/CMM deal as a private individual - Pre 19th Nov rather than a CEO GBR post date. Guess DEALS done expect news part of - ALK/EDR before Xmas & positive. DYOR GL GN - For every season turn,turn turn.

News article Wales online last week quote' Could Ineos' massive investment in shale gas in Scotland be repeated in Wales? The director of a firm searching for shale gas in Wales believes an industrial giant will soon get serious about exploiting our shale reserves An Ineos flag above Grangemouth oil refinery in Falkirk, as the chemicals giant is to invest hundreds of millions of pounds in shale gas exploration, giving the industry a huge boost. Chemicals giant Ineos has announced plans to turn shale gas into a major source of energy power by investing £640m in Scotland. Could this happen in Wales? Peter Collins reports. The announcement by chemicals giant Ineos that it will invest £640m in exploiting shale gas as a source of power for its chemicals plant has the potential to transform the industry in the UK. To date, energy giants have only speculated about the potential the controversial source of natural gas could have and carried out test drilling operations. Ineos’ announcement is a declaration of intent - and a statement of belief in the potential that shale gas could have in the UK. The chairman Jim Radcliffe has built a multi-national giant with sales of more than £30bn a year producing petrochemicals, oil products and speciality chemicals. (BAZ – LOOK AT EX MINING AREAS) .And Gerwyn Williams, chairman of UK Onshore Gas Limited, whose subsidiary companies Coastal Oil and Gas and UK Methane Ltd, hold licences to explore an estimated 300,000 acres across South Wales and in parts of England, said a similar announcement could soon be made in Wales. The Bridgend-based businessman said: “I believe this will be the first of a number of such investments in the UK, although I don’t think Ineos will come to Wales. “We are talking to a number of big players and interested parties about investing in shale gas exploration in Wales. I cannot comment in detail at the moment, but it is an exciting prospect. Whether it will come about is another matter, but I feel it will have to happen.” Mr Williams, described in The Guardian newspaper as “a serial Welsh energy entrepreneur based in Bridgend,” said the test drilling at Llandow would begin “in the near future.” While the approved test drilling would be for conventional gas and oil, if shale gas was discovered a further application would be made to extract it. Mr Williams said the company, which also holds licences to explore for shale gas in parts of Somerset and Kent, had also applied for similar licences to explore in other parts of Wales, although he would not reveal the exact locations. He added: “There is an enormous amount of gas in South Wales and I’ve spent my life in the mining industry - 22 years for British Coal and then in private mines, and they’ve virtually all gone. But the energy source is still there and in my view we should be exploiting it.” END - GN GL HNY Watch this space? Time will

Mega brief, Gerwyn now Chairman of GBR GONE FERAL/ public 15 seconds only - Quote - 'Could Ineos' massive investment in shale gas in Scotland be repeated in Wales? The director of a firm searching for shale gas in Wales believes an industrial giant will soon get serious about exploiting our shale reserves. Gerwyn Williams, chairman of UK Onshore Gas Limited, whose subsidiary companies Coastal Oil and Gas and UK Methane Ltd, hold licences to explore an estimated 300,000 acres across South Wales and in parts of England, said a similar announcement could soon be made in Wales. The Bridgend-based businessman said: “I believe this will be the first of a number of such investments in the UK, although I don’t think Ineos will come to Wales. “We are talking to a number of big players and interested parties about investing in shale gas exploration in Wales. I cannot comment in detail at the moment, but it is an exciting prospect. Whether it will come about is another matter, but I feel it will have to happen.” END - Wales & CMM Reserves for ALK - ALK EX NCB GW now public after 8 months Ex NCB live and breathe CMM - GN DYOR HNY FYB - can't wait for the AGM booked my tent. DIDN'T I SAY Gerwyn - 6 mths ago Jesus. Where the FXXX do you get this free drivel and research. Ken are you there! GW & ALK/EDR bestest muckers.

Recap - with Ineos wanting to be the largest Shale player ' Quote INEOS has today announced it is planning to invest $1 billion in UK Shale gas exploration and appraisal. If INEOS wins all the Shale gas licenses it has applied for, INEOS will be the biggest player in the UK Shale gas industry. The vast majority of the licenses sought by INEOS are in locations which have either a mining or industrial heritage. INEOS has uniquely guaranteed to give local communities 6% of any revenues generated. Second Info = For Wales, if the hopes of Mr Williams and his colleagues are even partially realised shale gas will bring not just a new source of energy supply, but the possibility of a return to some manufacturing in a country where the iron and steel industries were inseparable from coal production. Shale gas will also bring indigenous wealth and employment, which will do something to mitigate the dependence on welfare support payments from London and agricultural subsidies from Brussels. From being one of the poorer regions of the EU, South Wales could enjoy a new lease of life, and a new status as a supplier of power to the rest of the UK. GN Interesting times.

First off you can't Ramp or deramp ALK - its impossible - here is some info & the 68k is not me. 'SIMON WATKINS: Britain is sleepwalking into an energy crisis risking electricity shortages and power cuts - Daily Mail Britain is sleepwalking into an energy crisis. Those of us who remember the 1970s will recall power cuts well. As a child they were sometimes fun; in the grown-up world they were, of course, an economic disaster. Forty years later it is no longer unthinkable that Britain could return to an era of electricity shortages. Companies could be required to close down operations to free up supply; there could be ‘brown-outs’ when the lights dim as the system is pushed to its limits; or even full-scale black-outs as power is cut to parts of the grid to keep essential services running. This last risk remains unlikely, but the fact that one could even contemplate power shortages is bad enough. GN

Quote the FT (See 68k buy Friday) ' November 23, 2014 11:25 am UK manufacturers warn of shutdowns amid energy measures Article Tanya Powley, Manufacturing Correspondent. ' Britain’s heavy manufacturers have warned they may be forced to shut down more often this winter to avoid high power costs because of emergency measures to cut demand. The National Grid launched its Demand Side Balancing Reserve scheme – which pays participating companies to reduce their demand during peak winter weekday evenings – to combat the risk of blackouts. It is also keeping three power stations on standby to supply more power if needed after the country’s cushion of spare generating capacity sank to 4 per cent, compared with 17 per cent three years ago. However, if used, the DSBR could add further complexity to an existing system using “triads”, which determines how the biggest electricity customers are charged for using the transmission network. Triads are three half-hour periods during which demand is at its highest across the UK. They can fall any time between the beginning of November and the end of February, and businesses are charged significantly more during these 30-minute windows to penalise consumption at peak times. Many of Britain’s heaviest energy users try to guess when the triads will be and reduce their energy use during these periods. However, recently, triads have become more difficult to predict because of milder weather and more companies trying to avoid them. According to Npower, the energy company, the DSBR could make triads more difficult to predict by effectively “flattening” demand – making it harder to pinpoint when they will occurred. Wayne Mitchell, head of industrial and commercial at Npower, said while the DSBR was necessary at times of “significant energy stress”, it had the potential to drive up costs for many businesses. “It’s a very real concern,” he said. GN

Sorry for those new - Gerwyn Williams is the grandfather of UK Shale friends with Centrica holder of more acreage PEDL wise than Prince Charles, especially Wales a Stock Market recluse - now new Decc rules 14th Round opening up his area to allow fracking - GW has dealt with ALK in Three Nooks - the Seven Star planning is GW baby so there is long standings betxit & respect between ALK EDR GW solid businessmen . The man GW no doubt can be a game changer - so GBR is now - his baby suspended then he is CEO expect news soon people - GN HTH HNY. We need a robust energy sector - UK DECC and think of the limited numbers involved we ALL GROW.

Called this - it is as an imaginary opportunity months earlier - this week Eden Energy handed over control to Gerwyn 50% 500k acres S Wales 17 licences massive Shale - GW who has been a monk for 7 mths & now CEO - he's done deals no doubt IMHO DYOR last off - today Chairman of Global Brands sa he owns 30% just under - I think he's dealt & news will out soon for ALK & EDR & maybe Igas - the ducks are set in a line and CASH needs are calling - watch as it could be massive CMM for ALK with S Wales ex mines which GW owns the exploratory rights to. HNY GL WTS

Last point - these businesses are making life time development changes within months, its like Rosetta probe using a gravitational sling shot to gain advantage & achieve Critical mass before Armageddon & USA Comp intervene. I think GUESS only ALK can support EDR project part growth (Has its own big plays) with GIIP ALK cash for EDR shares and average down - IMHO Crazy Gary Busey stuff but - 2015 is a land grab feast all round , after that its 6 years of drilling Reserves cash in or Eastenders stuff , hard labour & no movement - Shaking the tree boss, get stuck in NOW as a JV whatever, Calm before the storm ALK has the ability to raise DEBT no placing and accept shares as proceeds for a split sale - conditions precedent. Next three months will be game changing. GL GN