Alkemy Capital Investments Share Discussion Threads

[timnet] 16/12/2014 08:56

Not bizarre. Energy prices.

[bigtbigt] 12/12/2014 16:13

Not bizarre. Just look at FTSE. Market panic setting in, and small caps always sell off when that happens.

QE will come to the rescue. Probably courtesy of EU, and perhaps US.

Will start buying back in sub 30p. Will sell at 50-60p within 1-2 years.

[spaceparallax] 12/12/2014 10:05

Bizarre recent share price dip

[woolybanana] 09/12/2014 11:49

Weather getting colder?

[rivaldo] 09/12/2014 11:09

Liberum today increase their target price to 60p from 50p - anyone got details?



"Analysts at Liberum Capital boosted their target price on shares of Alkane Energy Plc (LON:ALK) from GBX 50 ($0.78) to GBX 60 ($0.93) in a research report issued to clients and investors on Tuesday. The firm currently has a “buy” rating on the stock. Liberum Capital’s price target would suggest a potential upside of 81.82% from the stock’s previous close.

ALK has been the subject of a number of other recent research reports. Analysts at VSA Capital reiterated a “buy” rating on shares of Alkane Energy Plc in a research note on Wednesday, September 24th. They now have a GBX 56 ($0.87) price target on the stock."

[kenstaff] 25/11/2014 10:25

Pushed back in hereAlkane pretty stagnantWinter news and increased interest in round 14 may shake things upLots of relinquished licences from round 13 etc under the hammerIf igas ineos are shale bound ...lots of cmm cbm to view

[bigtbigt] 07/11/2014 01:53

Yeh - its a bummer. I was all set to top up as we dipped below 30 :-)

Never mind, still holding half of my purchases from 12-17p :-)
[sold the other half at 42p]

[audigger] 06/11/2014 17:34

Looks like we're back in favour.

[mortimer7] 30/10/2014 10:58

Great find that rivaldo. I was thinking about Alkane yesterday having seen the tabloid media stirring up concerns about shortages/blackouts.
I hope lots of other prospective investors cotton on to the potential here.

[rivaldo] 30/10/2014 10:51

Nice comment on ALK from the respected Malcolm Graham-Wood:



"Alkane Energy

I was going to mention Alkane yesterday but it was a brief blog, today i can mention why this must be the best play on possible snafu’s in the wonderful British power generation system. Yesterday the media was full of talk about ‘blackout Britain’ and how low the margin of capacity over demand might fall to over the winter. A combination of EU coal measures, years of incompetent Energy Ministers leaving us with inadequate policy, not enough nuclear and uncompetitive gas, topped of with the fire at Didcot B has left the situation looking a bit dodgy. Anyone though who has had me round with Neil O’Brien, CEO of Alkane would have had the gypsy’s warning a long time ago and the capacity chart is etched on my mind.

Alkane is the best way of hedging your electricity bill and will provide short term power to the grid at mouth watering margins so it wins both ways. The only thing that can put a fly in the ointment would be the issue of more shares, the company has a laudable desire to add to its capacity but i hope that when it next does this it doesn’t yet again come to the market with another placing. These are fine but hit demand for the shares and causes under-performance, assuming that temptation is avoided then Alkane is your banker for those cold nights when the grid comes calling to Alkane with its wallet wide open."

[timnet] 28/10/2014 10:39

Folderboy - yes, but only with energy prices continuing to drop.

[folderboy] 28/10/2014 07:27

Am I being overly optimistic in thinking today should see a reasonable tick up - in light of the news re tight energy margins?

Wrong, as usual.

[cyfran101] 24/10/2014 01:20

It's pleasant to note we have a stake in EDR and an interesting drill programme. Only ALKs current activities are in the Sp at present. Any success will allow us to recover slippage.

[rivaldo] 23/10/2014 07:10

More good news from EDR yesterday saw their share price surge by some 14% - about time ALK did the same considering also the onset of rather chilly weather this week :o))

[rivaldo] 20/10/2014 12:24

Two pieces of good news for ALK today, what with (a) an encouraging RNS from EDR and (b) the fire at Didcot B power station not exactly helping the UK's power generation capacity this winter.

[lageraemia] 15/10/2014 14:14

One fundamental has changed - the value of EDR (Egdon) shares. ALK's holding was worth £9m at the start, and less now obviously.

However, EDR are just about to spud a high-impact onshore conventional exploration well in Lincolnshire.....

[mortimer7] 14/10/2014 16:27

AuDigger, as you say, the fundamentals look sound & nothing has changed negatively
with the company so I believe this price dip is an opportunity to buy.

[timnet] 14/10/2014 12:19

AuDigger,

Just overlay NYMEX:BZ on the ADVFN chart - that should work.

[audigger] 14/10/2014 07:26

Thinking about it, the energy sector has dropped a good bit in response to the drop in oil prices so this may be a driver. I've no idea whether, historically, ALK responds proportionally to changes in oil prices. Will have to plot one versus the other when I can access some decent software!

[woolybanana] 13/10/2014 09:59

Perhaps a decent cold spell will create a lttle blue on the market?

[audigger] 13/10/2014 09:36

We appear to be in a spell of free fall. Anyone offer a reason why? Wouldn't expect it to be due to the general market pull-back if the fundmentals look sound going in to the highest demand cycle of the year.

[giant steps] 08/10/2014 07:18

Management exercising their 2011 options @ 0.5p and making partial sales

8th Oct 2014