INFINIS ENERGY Share Discussion Threads

[abid6814] 02/4/2015 14:46

Until we know what is happening with terra firm sale this will continue to drift

[4seeaproblem] 02/4/2015 13:56

This downward movement is getting to the stage where the management will need to make a statement as to whether they know of anything that should have adversely affected the share price

[thewealthofsocrates] 31/3/2015 04:18

"BREAKING" FOSSIL FUELS FOR HYDROGEN:
New energy storage technology is being developed using a "Kværner process" to crack methane into hydrogen and pure carbon.
The hydrogen can be obtained from fracking gas using this process & energy from nearby wind farms to make the system carbon-neutral.
The US has done a feasibility study that showed it is economically viable even at the recent low oil prices.

[thewealthofsocrates] 31/3/2015 03:46

This & other climate change articles popping up should swing lagging public opinion around & affect the oncoming GE result imho.
I'm expecting a surge in pro-green party policies because of the extra economic activity they will bring rather than the environmental effects.
Most MPs probably be pro-green out of self interest from them or their friends being invested in renewables to some job creation scheme.
I'm seeing many banks getting involved with bidding which makes me think there's a government agenda backing those trades.
I wouldn't be surprised if this turned up in a few MPs portfolios because as the company's name suggests, there's infinite money for them & their banker friends to make here, from an infinite resource.

[garycook] 27/3/2015 02:51

Comfortable having INFI in my 3 Portfolios. Can only see one way from 190 and you have the Dividend to come and Re-invest. So Growth and Dividend. Done very well with NG and SSE. Core holdings a must in a 27 Stock Portfolio.

[adrfoundry] 25/3/2015 23:36

So... What are you INFI guys playing at? Focus on start delivering some growth. Stop pussing around holding share price around the 190p mark. Start working on a recovery of around 250p.

[danieldruff2] 24/3/2015 12:36

Dividends are the truth.
Prices are a lie - they are almost always too high or too low.

[eaaxs06] 23/3/2015 14:32

Sorry, Garry, I think my previous post came across a bit more aggressive that I’d intended. It certainly wasn’t intended to have a pop at anyone for the decisions they make.

The point I was trying to make was it doesn’t matter a stuff whether a share is paying 10% divi, or none whatsoever, it’s the total return that matters (i.e price rise/fall plus dividends)

For a share dropping 5% and paying a 10% divi, the return is 5%. If a share price grows 20% and pays no divi, the total return is 20%. I know which share I’d rather hold.

And for all those people relying on shares for income, there’s always the choice of selling a few when needs must, so how do dividends matter?

[jonwig] 23/3/2015 09:18

Terra Firma offloading? How much of their 68.6% holding have they offloaded? (Answer, none. You can hardly drip-feed that amount!)
They haven't made any progress since their December announcement, and one option is to retain their shares.

Defensive? Defensive stocks tend to have low or negative gearing ... ahem.

[garycook] 19/3/2015 03:22

Since I have been watching INFI it is only been trading between 185-205,because of Terra Firma off loading shares.Seeing it is now yielding 9.65%.Imho it is a screaming buy for a defensive stock. eaaxs06 I take it you took the IPO at 260 then ? If you did you must be suffering on your loss of Capital. It should recover to maybe 220-250 after the TF situation is finished. Patience is the word are looking for eaaxs06

[johnroger] 17/3/2015 17:13

jonwig

Thank you for your response

[irnbru2] 17/3/2015 07:42

If it sinks any lower,it will be 10%.

[garycook] 17/3/2015 04:37

IrnBru2,Collect the Juicy Dividend while waiting for the share price to rise. Surely only one way to go, after Terra Firma stops unloading and the General Election.

[irnbru2] 14/3/2015 16:37

9%..........yabbaa, daaabbaaa, dooooo

[jonwig] 14/3/2015 14:43

johnroger - Terra Firma are private equity, typically, they hold companies, load them with debt (cream off the cashflow) and then float them by selling part of their holding. The rest tends to go in time, as here. Though the process seems to be taking an eternity!

The buyers at IPO pick up a highly-geared enterprise with wonderful EBITDA but small earnings.

Look at two recent IPOs, HSS Toolhire and DFS Furniture, floated on a boom in housebuilding. The PE owners will no doubt be looking to sell when their lock-in expires; meanwhile holders from IPO will see substandard performance.

In contrast, John Laing (JLG) had its balance sheet cleaned up on IPO and was floated debt-free at corporate level.

[johnroger] 14/3/2015 14:33

Thank you for the responses. A high dividend obviously comes with a warning flag.

Jonwig if you don't mind me asking why do you think buyers are gullible?

[jonwig] 14/3/2015 14:18

By starting with 100%, doing an IPO to release 32% (or whatever) and now wanting to out the rest.

Onto the gullible?

And mind your language, IrnBru2.

[irnbru2] 14/3/2015 12:31

Garry,

What are we saying here.

Terra Firma are going to dump this, big time.

Why?

[garycook] 14/3/2015 02:00

Johnroger, There it is in black and white. Get on board for the ride, and collect the 9% Dividend while waiting for the price of INFI to rise over £2 and beyond maybe 250 with the Terra Firma overhang, this is only reason keeping the share price down, because they are offloading shares at the moment. Purchased myself recently 9,400 shares in 3 Portfolios for the Dividend and growth. DYOR and good luck. Go to Motley Fool website Search INFI and press on Forecast

[foot in mouth] 13/3/2015 17:21

John,
look here
www.infinis.com/assets/downloads/Annual%20report%20and%20accounts%202014/IEplc%20Final%20report%20and%20accounts%202014.pdf

Do a control F (find) for the word dividend. There are many references to their dividend policy. Have fun reading.

Specifically though......

''We are committed to
paying a full year dividend of £55
million (18.33 pence per share) for
the coming year and our dividend
policy to increase at least in line with
inflation is unchanged''

[johnroger] 13/3/2015 15:01

Hi GARYCOOK

Can you point me to a source for the dividend information?