Member Info for schlemiel

thanks for the presentation UP

Page 19 is literally screaming and emphasising one thing, 'Beetaloo gas is destined for LNG exports through Darwin'

'increase to 6 trains based on future discoveries'..from 2....my maths tells me that this 6 minus 2 is 4. Another 4 LNG trains will require a huge amount of gas. Yes, some will come from offshore but the economics of onshore gas will surely make offshore gas for LNG exports far costlier

https://twitter.com/Gas4NT

nm

mcadder - many thanks for that intoxicating contribution!

Yes, thanks spud.

I am encouraged by recent appointments and significant stock purchases by Directors rather than free-lunch options..that personal financial commitment goes a long way to cementing confidence

I might err on the side of caution and add a few more when the price temporarily retraces which it will at some point

thanks

I hold 3m shares. I am thinking of increasing that to 5m. Is that a silly thing to do?

2p would give me £100k, obviously

Is 2p achievable before end 2018?

I love the liquidity with this stock. You can buy and sell in decent size and with the stock underpinned by a solid company, great management with real skin in the game and a sector soon to be in demand I am struggling to see the downside

Maybe a placing? Though a placing for the right reason is never a bad thing

Apologies but just musing

S2020 - cheers fella

What a curious piece of analysis that is. What's the inference?

'£11.5M already spent on project '...Is that CAPEX? If it is then this figure alone is twice the value of the entire company!..this spending adds value to a degree and therefore retains a degree of value

this is just an intriguing company -

I am sure Baron Day Trader held a position here and lost faith with the previous board...I could be wrong though

just bought another 250k

just bought 250k at .719p but not printed which suggests MM's now re-routing through NEX to conceal true volume buying..naughty

now - tried to buy 400k but no quote -- MM's short of stock

spud

I didn't know that. Get's better and better

Surely a storage asset of this importance would become a target for a bigger gas player? INEOS or Vitol?

nm

More LNG imports is gonna require more storage space to put it - it's common sense...we could see competition for storage and that would be the perfect storm for INFA

BB

that's very interesting indeed

all the arrows pointing in the right direction

thanks

who is the seller here? He's relentless

that there's definite timeline of news to come so you can buy and hold with a certain degree of confidence. I am forever being shaken by nerves that bad news may appear. I think INFA's news-flow can only be accretive to the company's worth

https://www.accenture.com/t00010101T000000__w__/fr-fr/_acnmedia/Accenture/Conversion-Assets/DotCom/Documents/Local/fr-fr/PDF_4/Accenture-Chinas-Automotive-Market-Cosumer-Digital-Marketing-Insights.pdf

This is China. All is directed and imposed. There's no choice but for carmakers to install DMS if the Chinese state declares that they should. There's no lobbying as we see in Europe and the US. It is mandated and it happens