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INFA Infrastrata Plc

18.125
0.00 (0.00%)
23 Apr 2024 - Closed
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Infrastrata Plc LSE:INFA London Ordinary Share GB00BLPJ1272 ORD 1P
  Price Change % Change Share Price Shares Traded Last Trade
  0.00 0.00% 18.125 0.00 01:00:00
Bid Price Offer Price High Price Low Price Open Price
17.75 18.50
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
  -
Last Trade Time Trade Type Trade Size Trade Price Currency
- O 0 18.125 GBX

Infrastrata (INFA) Latest News

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Infrastrata Forums and Chat

Date Time Title Posts
08/11/202218:12Infa the long haul..1
08/11/202218:10INFA the long haul7,135
02/10/201918:14DICKO BUYS INFA @ 30p, TARGET 165p16
13/8/201721:19INFA6

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Infrastrata (INFA) Most Recent Trades

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Infrastrata (INFA) Top Chat Posts

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Posted at 14/9/2021 11:54 by htrocka2
all47fish...without stating the obvious, with both gas and oil prices going through the roof and Europe being blackmailed by the Russians, it seems, to me anyway, that Ireland have got to come up with a Plan B...being the import of cheaper energy. Namely LNG from suppliers around the globe....but the problem with LNG...it needs to be stored....and INFA have the storage capacity that's yet to be utilised,...but the powers that be...have still got their eyes closed. They'll finally wake up when it's too late. Islandmagee customers may not be so eager to protest if/when their gas bills go up 100%+.

Bron....I believe that INFA/HARL will retain a stake.
Posted at 06/9/2021 11:26 by lindowcross
Pray for a mild winter as Russia’s gas squeeze exposes the UK’s perilously low reserves

Vladimir Putin's geostrategic squeeze has thrown Europe’s energy system into chaos
Credit: Ambrose Evans-Pritchard at Daily Telegraph

5 September 2021 • 5:00pm
Ambrose Evans-Pritchard


Russia’s Vladimir Putin is orchestrating a deliberate energy supply crisis in Europe by restricting the seasonal flows of pipeline gas, preventing the region rebuilding its severely depleted inventories fast enough before the onset of winter.

The UK is not the target of this geostrategic squeeze but is dangerously exposed after having slashed its gas storage capacity to wafer-thin levels in order to save costs. The country must rely on energy back-up through gas and electricity interconnectors to the Continent, which cannot be taken for granted in emergency circumstances.

“The UK is more vulnerable to a gas supply crisis than other Western European countries. It has way too little storage and it is buying more Russian gas than it realises through the Netherlands,” said Marco Alverà, chief executive of the Italian pipeline and infrastructure group SNAM.

Gas prices have exploded as a confluence of global factors throw Europe’s energy system into chaos. British futures contracts for November hit an all-time high of 135 pence per therm last week, three times typical levels for the season.

Electricity prices blew through €100 (£85.71) per megawatt/hour across most of the Continent in August, routinely breaching €120 in Spain and the UK.

Energy experts warn that British consumers could face de facto rationing, or a price shock big enough to cause serious distress and force changes in behaviour. “I can’t ever remember a situation like this over the last twenty years. We’re looking at potential shutdowns and demand destruction,” said Adam Lewis from energy consultants Hartree Solutions.

Gas is used for both home heating but also across swaths of industry. It is the UK’s main source of energy for power plants as coal is phased out, which is happening a decade sooner in this country than in Germany. Mr Lewis said the UK’s back-up coal capacity has already dropped to just two gigawatts, too little to make an appreciable difference in a serious crisis.

Barclays said Europe is facing a “perfect positive storm” as everything goes wrong at once. A cold wet spring in Europe collided with a tightening of the EU’s emissions trading scheme as permits are dialled down. This has led to a threefold rise in carbon prices over barely more than a year to €62 a tonne, causing a switch in usage from coal to gas. The latest perverse twist is that gas prices have reached such exorbitant levels that coal is suddenly coming back from the dead.

Gas is the UK’s main source of energy generation
Bar chart with 6 data series.
Energy sources as a proportion of the UK’s electricity generation
The chart has 1 X axis displaying values. Range: 2011.92 to 2020.08.
The chart has 1 Y axis displaying %. Range: 0 to 100.
End of interactive chart.

The crunch has been compounded by voracious demand for liquefied natural gas (LNG) in Asia, along with a host of complications in the global gas industry linked to Covid. “The storage situation in Europe has turned increasingly dire, with winter quickly approaching,” said Francisco Blanch, chief energy strategist at Bank of America.

Russia has seized on the global disruption to restrict the usual late summer flows to Europe through the Ukrainian and Polish pipelines, withholding supply in order to increase political leverage and force the European Commission to certify the Nord Stream 2 pipeline on the Kremlin’s monopolistic terms. Gazprom is effectively "working to rule", delivering the obligatory contract volumes but not the seasonal top-up flows needed to replenish stocks.

Mr Putin’s objective is to force German and EU regulators to swallow terms that would breach EU energy law and the "solidarity" principle of Article 194 in the Lisbon Treaty, leaving East European states vulnerable to energy blackmail.

Professor Alan Riley, a specialist in EU energy law at the Atlantic Council, said the Kremlin is challenging the EU’s legal order in its largest sense, aiming to force the Commission to sweep aside rulings already reached by the European Court. It is poker for very high stakes.

Prof Riley said Nord Stream 2 does not add fresh volumes. The chief effect is to divert existing flows and deprive Ukraine of energy self-defence. “The pipeline is purely diversionary. It does not supply a single molecule of extra gas,” he said.

President Putin has already secured much of what he wants in a deal with Germany and the US - denounced by critics as a latter day "Yalta". The agreement abandons Ukraine to its fate, notwithstanding a pro-forma pledge by the Western allies that the Kremlin will not be allowed to “weaponize energy flows” once Nord Stream 2 begins to flow. Mr Putin is testing the credibility of this, going in for the kill.

European gas inventories would normally be at 80pc to 90pc of capacity at this stage of September after months of summer replenishment. This year stocks are still just 58.6pc in Germany and 48.4pc in the Netherlands, according to daily data from Gas Infrastructure Europe.

The UK is higher at 89.3pc after a concerted push to rebuild reserves in August, but the total level is so small that this offers limited margin of security.

SNAM’s Mr Alverà said the British Government made a grave error in refusing to fund the refurbishing cost of the UK’s biggest gas storage cavern at Rough on the Yorkshire coast, a decision that forced Centrica to shut the facility down in 2017. “The country is blessed with the geology of the North Sea but it hasn’t used those advantages, and now it has to rely on German and Dutch storage,” he said.

Martien Visser, head of corporate strategy at the European energy operator Gasunie, said the rule of thumb in the trade is that each country should maintain reserves equal to 20pc of their annual turnover. The UK has barely 3pc, and half of this is in operational stocks at terminals rather than a crisis reserve. The country cannot last more than a few days without fresh imports if hit with another Beast from the East.

“The UK doesn’t have enough for its own demand. The real risk is going to be in February, March, and April. I am a bit concerned. The market is not sure there is going to be enough gas in Europe if there is a cold winter,” said Mr Visser.

The British Government thought it could rely on LNG from Qatar and the US to cover any shortfall. In normal circumstances this would be enough, but Covid has played havoc with LNG market

East Asian demand has pushed the spot price to all time highs $20 per MMBtu, an eye-watering level for what should be the low season. The UK will have to compete with China and the rest of Asia in extreme circumstances. “Heading into the winter season, the LNG market's fuse has been lit,” said Bank of America’s Mr Blanch.

In principle, the UK can rely on the gas and electricity interconnectors to meet winter energy demand, with flows regulated automatically through the price mechanism. But Brussels politicised the interconnectors as a tool of pressure during Brexit talks, and French President Emmanuel Macron has since repeated the threat over fish.

The Commission has power under EU treaty law to cut off flows in extremis. The cross-Channel dispute over the AstraZeneca vaccine earlier this year suggests that the Commission would not hesitate to suspend normal market operations and agreements if Europe were in danger of freezing, or if the German industrial heartland faced power cuts.

“Over the last 10 months the markets have become much more aware of the importance of the interconnector issue. They are watching closely how the Europeans play this card,” said Hartree’s Mr Lewis.

Mr Alverà told The Telegraph that the EU would not have been able to exploit this energy leverage so easily if Britain had been less careless about its strategic reserves.

Severing the interconnectors is of course a double-edged sword. It was the UK’s large LNG infrastructure that came to Europe’s rescue in 2009 with reverse flows, and that could happen again if Asian demand for gas comes off the boil. Europe does not have enough LNG terminals to compensate for seriously reduced Russian gas flows.

Russia too must be careful how far it pushes its political advantage. Gas blackmail could backfire badly if it causes Europe to accelerate its switch to renewable power and electric heat pumps, or even to revive long-term nuclear power. There are things that can be done in the short-run to send a message to Mr Putin.

“What Russia is doing is becoming so blatant that Europe will have to react,” said Prof Riley. Germany and other countries could reactivate nuclear plants in the process of being decommissioned, although that would be technically difficult and cause a political storm. The Netherlands could seek a temporary waiver on a court judgement that has led to Dutch power plants running at just 25pc of coal capacity.

At the end of the day, the UK has enough LNG terminal capacity to cover emergency gas needs whatever happens, and much of Europe does not. The question is what price we are willing to pay and whether tanker shipments will arrive soon enough in this year's drastically disrupted shipping market.

Factory closures reminiscent of the three-day working week in the 1970s are unlikely but cannot be ruled out. Unless Russia restores normal flows quickly, this country can only pray for a mild winter.
Posted at 21/8/2021 14:02 by terminator101
Iamsailing on LSE shows how much value these clowns have destroyed21 Aug 2021 09:32To answer the question: adjusted for splits, consolidations etc: the share price in 2008 was about £420 (yes pounds) in today's terms. More recently, in 2014, it was about £12. Towards the end of 2016 was the last time it was above £1. This company has been a relentless and on-going investor capital destruction machine (worse than a -99.9% return) . For the management it's a very different story of course, they have made tens of millions and are highly motivated to keep the investor-to-manager cash funnel show on the road. "Big RNS coming in a matter of days". Yawn.
Posted at 15/8/2021 17:04 by bronislav
The offer for island magee has been on the table for a while in my view and then the company stated that they wanted to see if the government would have any offers to help the company(stalling)Doubt they will get anything from government other than a defence contract but we are still a way off that.The gas supply is as important as any other matters and it may well be they had to wait until that side of the project was in place which I believe it is, so I suspect the ML licence is getting nearer to announcing.Share price has been walked down for some reason and 20p seems to be the average of where they want it.Sell off a majority stake in island magee and the Barrow in furnace interest and then use that funding to support the shipbuilding engineering side of the business.
Posted at 03/8/2021 08:57 by terminator101
If you had used the VWAP price when I made that comment it would be closer to 2 million dilution. The share price has been down at 16p.
Posted at 03/8/2021 07:29 by terminator101
The number of share issued for appledore 2nd payment will be determined from the share price of trading over the middle 2 weeks of August.That takes care of the dilution, but where will the cash come from? The number of Ordinary Shares that are issued on each respective tranche date will be calculated using the Volume Weighted Average Price ("VWAP") of InfraStrata's Ordinary Shares for the 14 trading days prior to the third business day before the respective tranche date (or before completion in respect of the first tranche).
Posted at 06/7/2021 07:45 by ijamlon
I take Infras side on this particular spat. Triumph were not serious and should not be proceeded with. My worry is that this was obvious to me a long time ago, so why did they make such a big deal out of the announcement originally? Was it inexperience or was it to help boost the share price in order to raise equity at double today's price level? Money that is going to spent on executive pay and the black hole of U.K. shipbuilding. Absent some big news on ML or a major defence contract, both of which look shaky, INFA stock is looking like a vehicle to endlessly milk shareholders.
Posted at 02/7/2021 17:13 by ali47fish
02 July 2021

PDMR Dealings



InfraStrata plc (AIM: INFA), the UK quoted company focused on strategic infrastructure projects and physical asset lifecycle management, announces that Arun Raman, Chief Finance Officer of the Company, purchased 51,557 ordinary shares of 1 pence each in the capital of the Company ("Ordinary Shares") on 02 July 2021 at a purchase price of 23.25 pence per Ordinary Share.

02 July 2021



InfraStrata plc

("InfraStrata" or the "Company")



PDMR Dealings



InfraStrata plc (AIM: INFA), the UK quoted company focused on strategic infrastructure projects and physical asset lifecycle management, announces that John Wood, Chief Executive Officer of the Company, purchased 43,570 ordinary shares of 1 pence each in the capital of the Company ("Ordinary Shares") at a purchase price of 23.295 pence per Ordinary Share and 3,930 shares at a purchase price of 23.30 pence per Ordinary Share on 02 July 2021.



Following these purchases, John Wood has a total beneficial interest in 671,060 Ordinary Shares, equivalent to 0.55% of the Company's issued share capital.



Details of the transactions can be found in the Notification of Dealing Form below.
Posted at 29/6/2021 07:39 by terminator101
100% right that INFA isn't playing with a straight bat. Its over 6 months after the pump and dump crew were all over twitter trying to whip up some FOMO about imminent contracts to build ships, yet still nothing. There won't be any orders coming out of the government for years IMO. In the meantime, John Wood has to work out how to make the staged payment on appledore when he has almost no cash and the share price is down at a low. That means serious dilution coming fairly soon. Market can smell it.
Posted at 10/3/2021 11:48 by chrisatrdg
My take on the RNS today

I believe that the true position is that INFA is in a closed position during final contract negotiations & in the final phase of the ML so they are not in a position to have a shareholders conference & the newsletter was also a bit thin.

I am expecting breaking news in the next 2 to 3 weeks.If my hunch is correct we can expect a steady increase in the share price at this 'cheap as chips' share price

Call me barmy if you like but thats my take.Glass is half full & filling up.

Edit: With regards the video I am surprised someuwin at you posting it & would ask that you take it down.Offensive language demeans this board (Current Summit Investor).
Infrastrata share price data is direct from the London Stock Exchange

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