Member Info for spudtheplumber

Closes at a year high and 9 posts on here!

Quality stocks don't need ramped!

Have a great weekend everyone

Nice!! Only just over 1% so way to go yet, if it's the same person of course

Good post Ben. Bearing in mind this is several years in the future, also maybe an LNG exporter may wish to have access to the UK for their gas?

The infrastrata team must think otherwise......

Circa 37 mill

Not the impression I got last Wednesday O&W Everyone seemed very confident

A probable future project is afloating, storage, regasification vessel at islandmagee.
All you need to know about this subject in this report

https://www.google.co.uk/url?sa=t&source=web&rct=j&url=https://www.oxfordenergy.org/wpcms/wp-content/uploads/2017/07/The-Outlook-for-Floating-Storage-and-Regasification-Units-FSRUs-NG-123.pdf&ved=2ahUKEwjnurKy8JrfAhXRKewKHX5rD4MQFjAXegQIBRAB&usg=AOvVaw0USq40wtZW7PmqqWKzqWGC

Capex costs are less than half compared to an Lng land terminal

Nice one Radders!

Looking good ! Maybe people are looking at the presentation and realising equity deal incoming will unlock the next project and so on...... Also revenue generating when construction starts which , imo, is when enabling works start in a few weeks!

It was pointed out during the presentation

O&W, have a closer look at slide 6 and 22

Slide 22
"Our aim is to turn income generating & have increased out portfolio
to more than the Islandmagee project in 2019"

Slide 6 shows how this will be done. Initially infa get a construction management fee and once operational we get paid to operate the facility.

I'm guessing the project development (carry) will be an upfront payment to infa.

Then we have the retained equity %

Exciting times!

Income generating next year is massive imo. Lots in the presentation , need to read it several times imo. Interesting slide on further projects that are ring fenced to keep value with infrastrata until we get it to a point on the risk wedge (profile) where equity partners are willing to take part.

https://www.infrastrataplc.com/investors/reports-presentations/

Lol, that's basically it O&W

Yep good point mcadder. Losing Rough has left a big whole in the gas trading world. The interest shown by offtakers has proved this! Traders just want to trade gas and like JW said in the conference call "all we need to do is get the gas moving" 23 caverns, reversal and twinning the SNIP will certainly get the gas moving!!!! GLA

The government position has always been "the market will respond" Which is exactly what it is doing with islandmagee! We have the demand with interested offtakers and will soon find out who our equity partners are to help us supply that demand. Then the government will just say "we told you so"

https://www.thegwpf.com/renewables-and-climate-policy-are-on-a-collision-course/

Hi loosegoose,
Good to meet you on Wednesday and great to have someone of your background/experience seeing the potential here, validation of a plumbers research!!

I was thinking you could buy some more without telling your wife ;))))........

Codes are *******s However a lot of warrant conversions have ended in 333 or 666

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