Alkemy Capital Investments Share Discussion Threads

[audigger] 30/4/2015 07:20

Solid! Lets hope share price responds accordingly!

[rivaldo] 30/4/2015 07:15

Well, you can't get much more encouraging than that - excellent stuff:



"The Board of Alkane Energy plc, the independent gas to power producer, will make the following statement on current trading at the Group's Annual General Meeting to be held at 11.00am today.

The encouraging step change in performance we saw during H2 2014 has continued into the start of 2015. Overall output in the first three months of 2015 has increased by 26% to over 60GWh (2014: 48GWh). Alkane's strategic move into power response accelerated with the four sites acquired last year and we are therefore benefiting from increased winter and availability payments. Consequently the increased output and system payments have resulted in a 43% revenue increase in the core generation business during the first three months of the year in comparison to 2014.

Market selling prices for base load output have seen downward pressure since the final quarter of 2014. Nevertheless we continue to forward contract in the market and the Group now has 86% of expected 2015 base load output contracted at £52/MWh, 45% of expected 2016 output contracted at £50/MWh and 6% of expected 2017 output contracted at £50/MWh.

Neil O'Brien, Chief Executive Officer, commented:

''The strategic investments made in 2014 have provided the strong momentum we have experienced in the first three months of 2015. As a result we are confident of making further progress in the current year.''"

[roddyb] 27/4/2015 00:04

Yep, time to give it the "Mr Matey" treatment and get bubbly.....

[investopia] 25/4/2015 12:56

Give us another speculative bubble-up in the share price -- pleaaassee!

[cyfran101] 25/4/2015 01:15

The ground source heat pump initiative is very positive. It's not new technology but with the mine water its basically a much cheaper, small scale, geothermal plant.

The issue was can they scale it up.

If they can and they produce 3 times more energy than they consume you can see the potential for this tech to be allied to solar parks and we are really in business to make very cheap energy.

Hopefully they are making plans to source land around their "Energy Parks" to make solar part/bigger part of them. It's not like they are competing with house building on land that has mine works and subsidence issues.

[bean02] 23/4/2015 13:13

20.45s are buys. I'm in today

[spaceparallax] 22/4/2015 15:56

These gifts for the boys are outrageous - by all means, if they achieve challenging targets, let them buy at a reasonable discount to the share price at that time, but not at ridiculous prices like 0.5p. This should be outlawed by the stock exchange - it's tantamount to theft.

[roddyb] 22/4/2015 14:57

three days of modest share price increases, looking at the trades today - 80% are buys (if advfn trade info is near accurate)

Against every instinct, I have bought more (if only to water down the percentage losses on my portfolio report.

I cannot believe what a simple business model it is and how badly the share price has creased me over the past 18 months

nothing but bitterness from me - can you tell??

[dan de lion] 21/4/2015 10:20

Well lets hope that ALK can give us an excellent T/U and move us back up from this crazy low SP!

[mortimer7] 21/4/2015 09:29

AGM is 30th April

[dan de lion] 20/4/2015 19:06

AGM and trading update has been on the 1st May for the last two years, same this year?

[mortimer7] 20/4/2015 16:29

Egdon issue their interim results tomorrow. Might have some relevance to Alkane
after last years deal.

[m4rtinu] 15/4/2015 15:40

Let's hope that the research gets govt support, whoever wins in May.

[gucci] 15/4/2015 15:40

very painful for me too :-(

[roddyb] 15/4/2015 12:49

Interesting article - share price still going down, I am taking a bath on this one.

[leoboy] 15/4/2015 12:02

working pilot of ground source heat pump system moves a step closer - positive
comments from CEO Neil O'Brien :

[davidosh] 10/4/2015 09:44

Just to let you all know that ALK will be exhibiting and presenting at our two day event on the 23rd or 24th of this month...We also have lots of investor educational workshops and great speakers so worth coming along to join the hundreds of investors that will be there.

If you are keen on small caps and quality companies where you will be able to meet the directors then you should come to the Mello investor workshops event as we will have at least 30 coming.

[m4rtinu] 08/4/2015 21:01

Obrigado - rivaldo.

[rivaldo] 08/4/2015 09:22

Encouraging article here not posted before - interesting about the solar eclipse and the upcoming election as a boost for ALK:



"Maltby provides Alkane with a rich seam

ALKANE Energy​, which mines methane gas from redundant Yorkshire coal mines, said it has made a good start to 2015 boosted by a strong performance at the former Maltby Colliery.

Maltby, near Rotherham, was finally closed last spring and Alkane moved into full production over the summer.

Alkane’s CEO​ ​Neil O’Brien​​ said:​ ​“Maltby, which is clearly our biggest site now, is performing ahead of our business plan. It’s going well. The reason the mine was closed was there was an excess of methane leaking off.”

Elsewhere in Yorkshire, operations at the former Wheldale Colliery in Castleford were delayed by two months as new engines were brought on site, but Mr O’Brien said the mine is now running at full capacity.

“It’s a 10MW site. We installed new engines and yes we were a few weeks late, but it’s running really well now,” he said.

The two-month delay to the upgrade of capacity at Wheldale and Shirebrook, plus fewer than anticipated calls from National Grid, hit 2014 pre-tax profits, which fell slightly from £3.4m to £3.3m.

Wheldale is both a coal mine methane producer and a power response site, the name given to former mines that have no methane left but the mine workings are used to buy in gas to produce power to feed the grid.

Alkane said it is seeing the benefit of increased production in the current year.

National Grid calls on Alkane’s power response sites when there is a supply wobble, known in the trade as a “kettle blip” (when everyone puts on the kettle during the TV ad breaks), but Mr O’Brien said calls were down as a result of the firm being “slightly overpriced”.

“Our competitors underbid us, but we will leapfrog them in April. We are likely to see an increase in calls this year.

The next “kettle blip” is expected to happen on March 20 when a solar eclipse takes place at around 9.30am, which will cover up to 90 per cent of the sun in Yorkshire.

Alkane is expecting to be called on as solar power stations won’t be able to run during the duration of the eclipse.

The next blip could well take place during the night of May 7 when a close General Election is expected to keep many people out of their beds and glued to the TV until the early hours to find out the result.

“A General Election is a real problem for National Grid. If it’s a close result people could be sat there at 4am watching the TV,” said Mr O’Brien.

National Grid turns to suppliers like Alkane during these blips as it only takes 15 minutes for a power response site to generate power. A big power station takes four hours to run up, which makes it uneconomical if power is only needed for a few hours.

Alkane will open a new site in Yorkshire this autumn at the former Markham Main Colliery on the edge of Doncaster, where methane gas production is expected to be “very strong”.

Analysts at Liberum said: “Power output continues to expand as the group grows its power response business and 2015 has started well. Weak power prices are a headwind, but significant forward contracting mitigates this impact in the short term.”"

[dan de lion] 30/3/2015 09:49

I reckon there is a seller in the background taking all the buys and leaving the sells to the MM`s, would explain why when virtually all the trades are buys the share price hardly shifts. except on the few sells!

Confident of achieving £5 million plus this year:-

[fox you] 29/3/2015 11:44

With the warmer weather around the corner, what do you lot think.

[apad] 29/3/2015 10:03

dailyreckoning.com/beware-fracking-is-where-money-goes-to-die/

[ohisay] 26/3/2015 15:44

I'll be buying after the general election.
I think the stock is quite highly geared to the result.