Member Info for BaysilHope

I don't know who you work for by making solid British assets cheaper to overseas interests has to be questioned. There's no other logic ( If you are a UK citizen) for you to negativity try and destroy our UK industrial fabric. As bear said lower gas prices suit ALK preserves margins - I don't know where your XXX is coming from but its not from the UK IMO only a guess DYOR . Good luck - and no doubt we'll see - the truth will out. You are only helping me re-invest in ALK at prices I couldn't have before. You are still mucking up UK economics though why? Whats the plan? GN GL 14th RD Decc bids will be very interesting - perhaps you are trying to weaken their bids (Stop Placings I guess for - ALK/EDR/IGAS) on behalf of other overseas interests - then you are not British my boy - IMO Wild Guess Imagination - perhaps ?????????????? Won't work - GN

Next 3 weeks will tell - Guess Only DYOR GL HTH UK Shale - 6% of revenue £2.5bn Ineos dividend the revolution is here- We need to move to jobs and investment and not the stock market - no investment creators profits on whims circus - serious hard nosed investment jobs training communities development GL GN xx

I think the market has taken the Net Directors increase negatively, concentrating on the sell 290k to pay for the +620k and pay the tax. At least for both NOB & S G they have a net increase in their holdings - which is a good thing. GL

Continual Workings of C7 - Hold your tongue son ALK No - fracking - the ALK are CMM GP worthy - one word of warning its NOT FRACKING/Shale - that's for the DAY traders IMO can Bully a position OK but when adverse cheap **** affects ALK & Supplier Jobs/ employment & loss of jobs and investment - be mindful of the wind of change of cheap words for daily change & gain . Amen. I'm investing I'm not FXXX licking L2 & NOT loss of my soul - jobs are key/Good business key Don't **** on my parade what ever the SP is I don't give a XXXX - sweet pea be aware of the hideous greed being unfolded & you are discrediting one of the best businesses in the UKL . GL HTH - Pick another share - please . Lets get this public * AIM greed

Last point IMHO DYOR - I think/guess the May deal for 9TcF was a starter for 10 for the ALK/EDR initiative - they need acerage/pipeline/Reserves for scale & we have had to be blinded SP wise thru deal silence - but the resource wealth is out there - with Igas Dart full, Cuadzilla terra forming North East badly - then Ineos 6% £2,5bn William Wallace - love the approach - then middle tier ( Fit for purpose guys) ALK EDR are in the Goldilocks zone where 18 TCF & 20bcg=f ft of CMM could make Oscar nominations for both CEO's Resource reserve wise - of which these CEO's seem to bond & I have uttermost respect, especially deal making - more to follow. DYOR Remember blood pressure like the AIM SP's goes up & Down sometime for the wrong greedy reasons - DYOMeds.

Less we forget - Neil O B has now been on how many ? - EDR Board meetings regarding the 14th Rd JV co-operation strategy I emphasise strategy -I've seen the expenses claim (Come on how long did it take Tories & Lib dems to gel ??) - these guys understand a leg up oppo and are working together in an expeditious manner no doubt - when this ONE OFF RESOURCE - chance is nearly on a plate - 'THe Drill sharing was the Key ! EDR delayed new drilling why - ?? to announce bigger timeline results - 14th Rd with ALK - I smell a 40lb Pike being hooked or otherwise as usual its OCD and 35p a share. There's a shed full of opportunities to be had and the time for deals is shortening. HTH GL

Posted this on EDR - 14 Rd is under played news wise as you are in a biding arena and the weak will always shout lack of info down when all efforts are building a bright future. Last word on Day traders – it is easier to detract than create, in other words creation requires effort – Atrophy is an implicit function of time in the present universe and enforces itself without effort. EDR & AlK are close to finalising their historic 14th Rd Bid - largest release of land ever without a UK invasion. Both ALK/EDR SP under pressure ' Deal 3 Placing worries maybe placing for an Acq'n ?? NB Relative to size ALK/EDR circa £50m Mkt Cap each have most upside potential to gain from a strong bid (In proportion so to speak Reserves/pipeline - Uplift) ? If I was M Abbott & N O'Brien I would MAX the 14th Oppo - for-therein is the next 5-10years development pipeline in one hit with all the GIPP falling off the Balance Sheet. 3 Weeks to go I would expect some news soon, NB - ALK borrowed the drill from EDR so RNS news delay is not muddied by EDR last or next drill. Understanding Silence can be a business deal making skill - UK Onshore quiet last 6 months (Needs a PEDL resolution) - Eden energy merging PEDL's with UK Onshore 1st Oct Getting deal ready - sam eDECC pressure ?? ) ALK & EDR mega subdued and the SP of both is - flat - lining like there's news afoot or a call on equity . The experience and strong deal making capabilities are there for both - this could be a very transformational year for both companies in a very upbeat way. HTH GL DYOR. Whatever EDR/ALK will positively surprise in the 14TH this year. Note for C& What's your guess on ALK new net acreage gain and acquisition also EDR. Thx

EDR & AlK are close to finalising their historic 14th Rd Bid - largest release of land ever without a UK invasion. Both ALK/EDR SP under pressure ' Deal 3 Placing worries maybe placing for an Acq'n ?? NB Relative to size ALK/EDR circa £50m Mkt Cap each have most upside potential to gain from a strong bid (In proportion so to speak Reserves/pipeline - Uplift) ? If I was M Abbott & N O'Brien I would MAX the 14th Oppo - for-therein is the next 5-10years development pipeline in one hit with all the GIPP falling off the Balance Sheet. 3 Weeks to go I would expect some news soon, NB - ALK borrowed the drill from EDR so RNS news delay is not muddied by EDR last or next drill. Understanding Silence can be a business deal making skill - UK Onshore quiet last 6 months (Needs a PEDL resolution) - Eden energy merging PEDL's with UK Onshore 1st Oct Getting deal ready - sam eDECC pressure ?? ) ALK & EDR mega subdued and the SP of both is - flat - lining like there's news afoot or a call on equity . The experience and strong deal making capabilities are there for both - this could be a very transformational year for both companies in a very upbeat way. HTH GL DYOR. Whatever EDR/ALK will positively surprise in the 14TH this year.

I Think now ALK have got it right - low key low profile ploughing the farrow getting on with growing a quality business, don't take the eye of the business plan. Maltby has 11.5bcf of free gas converted at baseline rate contracted £52/MW will generate +£4m restoring margins, Leven 25MW guaranteed 10 yrs = £1m income standby without generating - inflation linked - a serious investor should just get head down and build a stake. I know I've been over the top just mimicking daily trader rubbish - the cheaper ALK becomes the greater I will increase my holding when I can afford to do so, this company and EDR are on the brink of great things - CMM is not traded as Nat Gas it's free after investment costs & IRR calcs are finalised. In fact I thought the cheaper Nat Gas is for ALK STOR greater margins for ALK as contract buyins sorted, with Nat Grid suffering an aging fleet. This is a great company which one day will fulfil its potential thru great management, staff, flexible multi functional equipment configurations and a superb core CMM product. Sad day for AIM when the hounds run the show and miss the whole FXXxx point. HTH GL DYOR

Quote Reuters' There is also only limited scope for expanding electricity imports. Britain is already importing nearly its full available capacity of 2 gigawatts (GW) from France, the full 1 GW available from the Netherlands and half of the 1 GW it can get from Ireland. France too is facing constraints, with grid operator RTE on Wednesday warning of an increasing risk of power failures due to the mothballing of plants and the country's ageing nuclear fleet.Should current outages at two nuclear plants due to safety inspections as well as reduced output at two coal plants following fires carry on into the winter, maximum output would only reach 57 GW, leaving a shortfall of 3 GW. This means that during cold periods, Britain would have to rely on constant imports from continental Europe to meet demand, which would likely raise power prices and put Britain at risk of outages if Europe cannot maintain supplies due to high demand there. It is also questionable whether Britain's power plants could operate at 80 percent of capacity since unplanned outages become more frequent as the fleet ages. End DYOR - I don't like knocking our UK energy ( I and my work place need the lights on) - but it has been very poorly managed for decades and this is the legacy of weak incapable politicians - all parties. Invest in candle wax as a safeguard.

PEDL 100 148 & 149 These are just the first 2 letters (A & B) of Coal mines closed in South West Wales - Abernant Aberbaiden & Pentre Slants AberOgmoreVale Aberpergwm Argoed Avon Baglan Hall BarrowBryncethin Berthlwyd Beili Glas Wern Birchgrove Birchrock Bishwell Blaenant Blaencaegurwen Blaengwrach Braichycymmer Britannic Broadoak Brombil Bryncoch Main Brynderi Bryndu Brynlliw Brynmenyn Bryn Morgan BrynNavigation Brynteg - all in +96 in West Wales - this is massive CMM country for ALK I would guess rule out +50 % flooded still a huge hunting ground or the 14th Rd and guaranteed Shale for EDR +9TCf min & - Now UK Onshore & Eden Energy have merged their licence area as of 1st Oct. DYOR good future potential we need to see some action now - methinks. GL HTH

News Nuclear legacy last 60 years - that's how old some of the fleet is. Quote' The government has appointed Electricite de France, which is owned mainly by the French government, to build Hinkley Point. But the huge public subsidies involved are being investigated by the European Commission. Britain is suffering a crippling financial legacy from its introduction of nuclear power 60 years ago. “In my time as NFLA chair I have read with depressing regularity many examples of the wasting of billions of pounds of public money on such projects,” said Mr Hackett. “What other industry would get away with annual costs rising by £6 billion?” End Quote.

LONDON, October 3, 2014 /PRNewswire/ Info Re ICIS Purchasing Index report - Quote' UK generation shortage and Ukraine crisis raise power prices despite long-term downward trend. ICIS, the global independent price reporting agency, has highlighted wholesale market concerns over the threat of gas and power supply shortages this winter, with the release of its third quarter (Q3) analysis of 2014 into the ICIS Power Index (IPI). The IPI, which reflects wholesale power prices over a year of delivery, confirms a downward trend, but also reveals a recent peak due to concerns over a potential shortage of supply. ICIS' data and sources show this is a result of more nuclear generation capacity being offline for the winter longer than expected. The news that these outages could last into December 2014 caused the IPI to rise by 2.5 per cent day on day, when the news was announced on the 4th September - one of the largest single increases this year. At the same time, ongoing tension between Russia and Ukraine has caused concern over security of gas supplies. While Russia does not directly export gas to the UK, any disruptions to its supplies to continental Europe have a powerful knock-on effect on the UK market. End Quote. Nuclear off line - thru Dec Alk - or ALK buying in STOR market Sept - is this correct or correctamundo? !. GL DYOR Don't gamble and pay your taxes on time. HNY can't wait for 2015 - 87 days away.

The Times this weekend - Quote'Scottish Power fears for Longannet Power Station (They will switch the power off!). The future of Longannet power station is hanging in the balance after operator ScottishPower said it would not enter it into a key government auction to supply the country with electricity throughout winter. The energy firm blamed a row over costly transmission charges for plants located far away from the south of England. The company said “disproportionate transmission charging penalties” applicable to the Fife facility – the second-largest coal power station in the UK and the biggest in Scotland – made it impossible to justify entering the auction for supplying Britain’s electricity capacity for winter 2018-19. If Longannet does not take part in the auction, industry insiders warned Scottish customers could see a detrimental effect to the reliability of their electricity supply, due to a lack of ability to regulate voltage. The plant, which has been in operation for more than 40 years and operates as a back-up for electricity generated from other sources such as renewables, would also lie dormant – putting 260 jobs at risk. The National Grid admitted consumers could see an effect to the “quality” of their supply but said the gap would be plugged by other UK power stations. End Quote, I'm not worried about the Winter Temps - is there enough generating capacity in the UK is more important as aging plant Coal & Nuke +40 years old fail?? The capacity margin will turn -ve soon and great news for ALK. Just listened to Jim R Ineos on the 6% community buster, love him, you then realise how limited our politicians are in leadership & ideas and JFDI factor. HTH GL HNY. 14th Rd not far away.

Recent Shale News C7 - Ineos’ Crotty added the company was “not trying to pull a fast one” by revealing the 6% offer without informing other shale gas groups. When asked if the move might help the company in the latest bidding round for licences being run by the Department of Energy & Climate Change, he said: “I would hope so”. !!!! that's me. - Quote Supporters insist that the environmental concerns relate to bad practice – rather than an inherently risky process – and argue the energy source could potentially create thousands of jobs and make the UK energy independent. The big problem in the UK is we do NOT have enough water?! - like FXX Simon Clydesdale - – Simon - Go and run a £1bn company in a global competitive very uneven market - and we will see if you are good enough - keeping thousands of jobs handling the pressure of big business/ investment /tax HSE - what I've seen of these lot is PC desk based **** - go out and drill create rather than fire blanket life of inertia you dummy - nature doesn't - you're biggest threat is 900m wide invisible rock travelling at 40k per hour no planning permission and does not understand fracking. Point the profits of fracking will help spot the asteroid & try for a solution!!! Look at the last 50 yrs Uk holidays rained off half our disused mines are flooded – use ex Mine working water EH!! If deep enough its an energy Ground Source Heat pumps with 300% efficiency rating See ALK webs. PLease tryt and help the UK with creative ideas that why we pay you FFFFFFFFFFFFFFFFFFFF!!! ers HNY GL

FT Article in Part ' Quote - US shale oil and gas producers are victims of their own success. Shale oil and gas producers have, arguably, saved America’s industrial future and global strategic position. ' Pause - The unexpectedly large and rapidly developed Marcellus and Utica fields disrupted the economics of this expensively developed system. Even with coal generator shutdowns driven by environmental costs and fuel economics, there is going to be a lot of extra gas on tap in America for a long time. The gas industry’s somewhat parochial, North American-focused management will have to be more export-minded. That will probably lead to a lot of M&A activity to develop internationally competitive combinations of pipeliners and E&Ps. That is what the American oil industry did over a century ago. End Quote . Ineos will get Shale excepted as an imported raw material - then will replace home grown & with it exports - simple except for ??? 6% Revenue - Shale HNY House price through the roof Sweet Pea & communities £375m per whatever - when have these options been discussed since Roman times? - Our politicians are J Arthur Rank - no frigging idea of what we have is pause breathe Cool Hand Luke - ' Failure to communicate - he wants it he's gonna get it. Some men you just can't reach. HTH GN HNY THe only way is up, we have a competitive advantage over Europe on Shale - floor it.

Quote FT UK ' US shale oil and gas producers are victims of their own success. Shale oil and gas producers have, arguably, saved America’s industrial future and global strategic position. End of!! HTH GN 1m marginal N Irish that won't change for anything compared with the benefits to the largest economy in the world. Please! Secondly Eden Energy have merged with UK Onshore Gas GW today - statement soon - Why SP glued?? !! HNY

Good News - Eden merged their PEDL Assets with UKOG - makes sense - easier to deal in the UK with one operator for all those licences . GW will break through soon and hopefully open up S Wales for energy production - which is desperately needed - if Ratcliffe - Inoes can offer 6% Shale rev to residents - such thinking would kick start Welsh economy. I wish GW all the best - Good luck. HTH DYOR.

Dear C7, I accept your point but as I've said many times these 2 business should according to expeditious management be transformed post 14th Onshore RD bidding. There are forfeiture oppos aplenty - its like being X Factor judge with an AK47 - full metal jacket. After we see our 14th RD PEDL gains and strategic accomplishments - then I'll hazard a guess - for if I guess now it will be TOO LOW. The EDR/ALK JV approach is a potential lethal bidding weapon - as I said with Eden 9Tcf min sub £2m + for grabs ALK +60-70 abandoned mines with CMM 10 PEDL's forgetting the other 70 under water - and Nat Gas a plenty . I'll give DL a shout - begging - you tell 200k Recession hit families in S Wales 3% compo (Not 6%) income from Shale HNY house prices would fly up and quality jobs all round and local suppliers get material contracts - like casing pipe - win win. I think these are exciting times - EDR is right in the mix with mega conventional and more conventional being bid. Remember - 14th RD key qualifier is financial health - ALK 31% geared and falling - EDR fully funded so the strategy has yet to be played out yet so JV approach mutually beneficial . I still think deal 3 PEDL acq before Oct end. HTH GL HNY

Say no more - co-inside with DECC 14Rd - the Guys - timing superb !! will win the Hearts & The Minds of the Govt HMRC especially the Treasury. Lord Browne Cuadzilla mega let down - animated game play to say the least. Ineos can give more away as it enjoys vertical integration from the Shale for energy and as a feed stock for its Chemical plants 2 bites for the same buck - other pure energy producers would need to do the sums. HTH GL