Alkemy Capital Investments Share Discussion Threads

[investopia] 15/1/2014 14:01

My guess is that the share price might be over-extended at the moment. Arguably, the speculative head has now formed, so the next update could catalyse a retracement. Unless, there's something stunning to be said, of course.

[spaceparallax] 15/1/2014 13:31

Angus,

The growth in normal ops has been very steady over recent times - nicely so imho. Doubtless much of the recent share price movement is driven by shale speculation, but there's no harm in the Company generally demonstrating reliable progress.

[angus17] 15/1/2014 13:14

Not sure it will Spaceparallax unless there is detail on the shale excitement.

My guess is that normal operations will be somewhat subdued.

TS due any day. Normally on a Wednesday. Had expected it myself today

[spaceparallax] 15/1/2014 10:52

That'd be good and would support the current buoyancy

[rogash] 15/1/2014 10:02

alkane did a trading update last year on 18/1/13, so would imagine we will have another in the next few days.

[spaceparallax] 15/1/2014 09:33

Mort, I've been in for several years but not as long as that. I'm nicely in profit, but can see this quite easily turning out well for longtimers such as you. To be honest, the AD side of things is what excites me most because it's renewable and universally useable, not to mention all of the jobs that it could bring via numerous small local schemes that could be shovel ready given the political will.

[mortimer7] 15/1/2014 09:01

I have to admit I'm quite enjoying all this. However as I invested here in 2002 at around 123p there's a bit to go yet. Still never know!

[cyfran101] 15/1/2014 01:43

I think the Gov't heard you Space!

[corrientes] 14/1/2014 16:34

Wow ! The one that's not noticed in the fracking feeding frenzy.

[spaceparallax] 14/1/2014 15:44

50p looking nailed on - all we need is a good TS or news on current operations and we're likely to reach towards 60pps

[spaceparallax] 13/1/2014 12:38

Nice share price buoyancy following the Total news. However, the Govt will need to be more generous in their sharing of fiscal benefits if they wish to overcome local objections. Furthermore, Total's derisory suggestion of a 1% profit share is in danger of putting locals off by confirming the greed of big business rather than acting as a sweetener. IMHO they'll need to be offering in the 10-15% range to succeed.

[henryatkin] 13/1/2014 11:21

IGAS have been diluted and are now around 15% of total potential earnings. Do the maths. How much would they have to earn to justify the current s/p? On 15% of total earnings, 200m shares and a sector PER of around x14.
For every £1m profit IGAS get 15% = £150,000 = 15,000,000p = 0.075 EPS x sector average PER 14 = share price 1.05p So, that's a share price of around 1p for every £1m, they earn. Currently the share price is suggesting earnings (after the government deduct their 62%) of £125,000,000. That's a lot of energy to be found every year after costs and that's just for IGAS's 15%.
I think ALK are in a much stronger financial position with visible forward earnings so I anticipate them taking a slower and more cautious approach. Either way it makes us attractive as a potential takeover target which should underpin a higher PER.

[mortimer7] 13/1/2014 09:01

ALK :High volume buying so far today. Volume 124,570. Current price 46.63p. +8.4.
I guess this is a reflective effect of the news TOTAL are taking 40% share in the licences held by certain UK fracking companies.

[angus17] 08/1/2014 07:09

surprised how alk has held its price so well. This winter doesn't look ideal weather wise for us to benefit. Maybe more happening on the shale front than we all know about.

[spaceparallax] 17/12/2013 16:13

that's fair comment

[truffle] 17/12/2013 15:40

I agree that trading is probably going pretty well and I remain a committed holder of the shares. However it would be helpful if they followed the example of many other companies these days and issued more trading updates to give a guidance on how the company is doing. A quarterly update would be well received I imagine.

[spaceparallax] 17/12/2013 14:15

great spotting Leo. Really good to know of matters such as the pumping especially the freeing up of wastage that can now be sold into the mkt.

I'm really positive about ALK because they're solidly beavering away behind the scenes incrementally strengthening the business.

[leoboy] 14/12/2013 20:32

more good news : Prince of Wales, its 23rd operational site opens .

Commenting on the new Alkane facility, Stephen Land, Alkane's Operations Director said: "We are delighted to announce the opening of a new Alkane site and are pleased to be successfully working with Harworth Estates and Wakefield Council on this exciting opportunity. This is exactly the type of investment required at a time of scarce generating capacity in the UK market."

[leoboy] 14/12/2013 19:41

good to see our co controlling costs - pretty usefull savings , bravo lads
:

[spaceparallax] 11/12/2013 13:14

potentially

[mach100] 10/12/2013 14:11

Will Alkane benefit from the fracking incentives announced today?

[m4rtinu] 10/12/2013 08:24

Yes indeed, Leo. Thanks for the signposting.

[leoboy] 09/12/2013 18:14

good good -
Three Nooks Farm Update – 6th December 2013 :

+

we have a new 3%+ shareholder today !