Member Info for dawski37

"Humble" refers to that big juicy apple pie that we like to savour from time to time --am prepared to eat mine if the SP is not double todays' level by the year end or before. OK it may stumble further as shown today with some hefty "sells" still about .am no expert on the market and there may be Shorters working away but ........................you know where I am coming from !!

Good Find,Mr Speedy --Gas is and will be King for quite some time yet .If you believe in Infa and what it is about as a responsible up and coming player in this market then just study carefully the recent price trends.In the absence of any negative announcements of late then one has to assume that there are no hidden bunkers. The big question is that whether at say .047-.050p the bet for a double raise by autumn is on with so much anticipated news to come.
The Buyers today think so but you all jolly well know that a significant raise at this time is not one...but a doubling of SP by autumn is mouth watering ...go on, be courageous and play by your gut instincts !! KR Mr Jolly Ramper.

Brilliant..as always,Setanta .....JW and team are caught between a rock and a cliff edge.Nothing is going to change til Equity/Debt is sorted and announced to be so.There are loads of LTH's who are suffering a loss at this time but who believe in the project ..Just like good old SXX ( no that's not a reference to what we get up to later on ? and we should be so lucky ?) but to Sirius on N. Yorks Moors and their wonderful but costly Potash mine project whose SP is well down at present ...BUT the product is pre-sold in bulk ....a bit like ours will be !!

Boring tosh !!

Yes ...best you remain so .I too,believe it or not, am suffering a painful loss but believe you me ..It troubles me not at present and I sleep well -to all others in a similar position ( and I do know quite a few I hope this helps.we have all been shafted by the January 2019 rise and subsequent Placing followed by "transformational" news that indeed proved transformational and life changing for most of us ...stay true ..have a brilliant wet weekend !!

Welcome,Manity ..you will not regret your purchase and entry at this level ..though there may be a few weeks of calm before any significant rise ..unless we have news of an even better third project !!

Phew --thought for one moment a TR1 was coming !!

Hi..Just come out of the counting house ..have been here for 10 years or so and never felt better about this beauty so worth the wait for another few weeks or so IMHO. Like Sirius you need to be patient and wait til we are income producing for the real big one ..there will loads of profit takers at year end .....sadly ..for the, !!

Like it,Setanta....must meet up soon ..at the next wizzo gathering with JW,AR,JT & Co ...will be intersting times ..soon !

Nail on head,Mate ...once again.IMHO Vitol will have of course known about the FSRU project and been highly supportive as it provides a reasonably well advanced (but rather dormant) entry into the supply of LNG to the UK market. Yes,there are other terminals but not enough for future likely needs especially with uncertainties over Europe.
You are correct to surmise that Vitol may become even more interested and connected to us. I will not forget JW telling us at a meeting in the Spring that it was one of the most difficult decisions of his commercial life so far to postpone deciding on our Offtake partner in December. He has several lined up and along comes Vitol .
The BOD do not monitor the daily SP ...they are focused on the year end here and when the jigsaw completes at last our patience will be rewarded.The Short Termers will then jump ship and we need to stay on the deck ...firmly ....anything could happen with friends like Vitol . JW and AR are not fools nor inexperienced here ..as you all well know !! By the way,i was not one of the placees at 1.2 ..would not know how to flip a coin !

3 Good Posts today folks..especially from GT430 ..sounds like a most powerful motor !! Usually quiet here at weekends.I have encouraged Chrisatrdg to stay with us as quite a few will have bought at around 1.25 ( the price of the last Placement ) and now showing a loss. GT430 hits the nail bang on the head about us being an AIM Tiddler..After all we only have minimal staff and office back up and rely upon the expertise of the BOD including JT over the water..how they keep all the plates spinning beggars belief .IMHO the SP will stagnate and be in the doldrums for a while just yet but when we have news ( the first being something more positive about E.U Grant funds) and of the I.D. of the new Chair .060p will look to have been cheap .
Be assured that there is lot's going on and the BOD do read and are aware of comments on this Board --they do take serious note too !!

Thank you,Setanta ..as always --I didn't actually acquire 10m yesterday but dipped in after the fall to wet my appetite for these beauties going over the 6% .OK..lot's of imponderables to overcome still and some quite unexpected negatives lately despite Vitol .....BUT am assured that all issues inc Marine Licence ,E.U. monies and final unconditional Offtake + Equity/Debt arrangements WILL be secured probably by year end,and not just to keep in with Costain and pay them off as per the deal.I have been here ( like a few others) for 10 years or so and never felt better for this share despite the knocks yesterday !!

No pain ---good points .they all need clarifying ..soonest ...as stated earlier am sure that JW and Co are beavering away trying their level best to tie all pieces of this interminable Jigsaw together with one mega deal for all 7 caverns but everything to date has conditions ,if's and but's ......confused .com indeed ..BUT still consider the team very capable of sorting as do many other Buyers in the market today !!

.....At least I thought I did ...I was looking forward to confirmation of the lovely jubbly in the bag this week from the E.U. Despite the rather bland announcement in today's RNS about this I still consider JW and colleagues to be the right team for us ..just wish they would find the correct Chairman soon and attain some cost effective personal help to keep all those plates on sticks in the air !!
WHilst being very disappointed indeed today on the premis of "If the fundamentals are right,when all are selling, buy in and take the plunge" I have also added as according to Allenby Capital in March with the current spend so far on the project being in excess of 20m then the Mcap should be twice what it is ! DO check out their report and valuation.A good read for those having sleepless times.
There will be a lot of small investors whose confidence will have been knocked in the last few months and whose holdings will have been bashed (yes, the news re Vitol was indeed transformational for the worse indeed").today's News has not helped sadly and much has to do with the current political malaise IMHO.

Perhaps a timely reminder of Allenby Capital's excellent recent detailed Report & Assessment is needed...also that of Total Market Solutions ("TMS") dated 11th March 2019.
The former,I recall, had a valuation in excess of 2p per share ....whilst praising all the targets (inc FEED) being met and the huge amount of interest in Offtake and Equity/Debt funding, the downside of possible further shareholder dilution was also noted due of course to the capital need of the project.However,since then, we have had the "transformational" news of our link to Vitol and other exciting prospects being investigated.
TMS remarked that around 14.5m has already been invested and the January 2019 placing at 1.2 per share certainly helped "de-risk the project and seek stronger equity retention with potential partners" -It was good call by JW and his team at the time.
We just need to overcome the uncertainty over and finally sort the Marine Licence,receive in funds from the E.U. finalise and make the Term Sheet with Vitol unconditional and of course move to FID as soon as Debt and Equity providers are on board,then woosh.. Comrades,we just need all LTH's to hold on.. this very necessary project has to succeed and nothing negative has changed since these two reports and valuations were presented.....both are worth a full read !

a bit quiet today ..where is everybody ? !!

Thanks,Snowman, for your valued opinion,respected as always .I personally am not that bothered at present about Costain's position ..they have a good balance sheet compared with others but need to sort their contracts out.My worry is more connected with making sure that all requirements of DAERA are promptly dealt with resulting in a minimum time scale for finalising the ML.
In the recent. E.U. Application maybe the paperwork was not in order and we had to re-apply ..we really do not need any more slippage because of beuracratic delays !!! roll on the inflow of the first tranche of E.U. Grant funds next week hopefully.

........ according to the Times Article on Saturday (like all other infrastructure companies of a similar size ) are having a tough time at present with delays on a number of major projects with which the Company is involved...not ours may I hasten to add .Quite a number of it's competitors have failed in the last 12 months such as the likes of Carillion.
However the C.E.O (Alex Vaughan) says
"We have a strong balance sheet,profitable operations and a broad range of capabilities to support the future growth of the business .Our order book has risen by £550M to £4.2 billion over the past year " ...and the crunch point in the article ...
Analysts at Stifel,the Broker, said that the current profits warning was "a significant surprise,given that Costain was a quality operator focused on blue-chips clients .. " Nice to think that we may soon be classed as one of them .At least we shall soon have funds in hand from the E.U. grant to cover Costain's Loan by the end of the year or earlier if FID comes along sooner . "Quality partners" .Nice to be associated with the Upper Class ! Have no worries, Costain will weather the current storm in the sector ..with a little help from Infa !

Maybe a third one soon....Infrastrata Global Enterprises Inc JW has ambitions for this Company ..no longer a one trick pony !

Cheers...a double diamond post ..just filling up the board before bedtime ...expect a rise soon ..been in doldrums too long now !