Alkemy Capital Investments Share Discussion Threads

[dan de lion] 25/10/2013 12:59

Nationalise the lot and tell these Johnny Foreigner`s to take their money to some other Country.

[corrientes] 25/10/2013 12:11

Why does the British Government meekly accept that our energy policies are mostly dictated to by Germans,Spanish and French governments (for it is they who really control the foreign entities) not to mention the Chinese hold on the energy infrastructure, and soon to be on the UK nuclear industry ? Even good old USA,the bastion of capitalism would never allow strategic services to be owned by outsiders.

Absolutely disgusting seeing that windbag Cameron (a dummy wearing a suit) coming out with soundbites and Milliband trying to defy economic facts, and asking for stronger regulators which yields the end result of squashing competiton and creating cartels working hand in hand with government.

These so-called betters, both Tory and Labour should hang their heads in shame. And as for Thatcher,who started the rot, well.........

Just how do you undo the wrongs of the last 40+ years ?

[spaceparallax] 25/10/2013 11:41

Changing suppliers is only valid if there are true options, which we know is not the case as the big six cartel have been demonstrating with their recent price matching.

What do you mean by repair the market?

Clarity of pricing is certainly welcome, but it doesn't sort out the fundamental problem. Energy consumption for a household can be moderated a little but it's one of the few consumables that isn't a discretionary spend, as is the case with the other key elements of Maslow's hierarchy of human needs e.g. shelter.

Do you think it's fair that the big six are able to guarantee a profit margin irrespective of how they perform?

[puffintickler] 25/10/2013 11:13

Just because something needs to be done (assuming this is the case) does not mean the "solution" proposed by Ed cannot be called daft.

If the market mechanism is not working properly then repair the market, don't kill it. For once I think Cameron and his cronies do have the right ideas, ensure the tarrif structures are simple and ensure that it is easy to change suppliers.

[spaceparallax] 25/10/2013 09:14

I wouldn't say daft because clearly something has to be done. Currently the big six appear to be able to operate free of risk, with no real incentive to seek value in the wholesale market because they can simply apply their ubiquitous profit margin to whatever costs they incur - I know of few other businesses that operate in this way. Fair and reasonable capitalism should be about encouraging initiative and endeavour, taking reasonable risks for reasonable reward and ensuring that those who work hard receive fair and proportionate reward for that work.

[puffintickler] 24/10/2013 18:27

"Millband's solution is not perfect"

No indeed, it is daft.

[spaceparallax] 24/10/2013 17:45

Unfortunate timing on Director's part - then again the sp's barely moved on a 1M sale. Unlike BTBT, I can only see this going higher especially given the outlandish price rises announced by three of the unscrupulous big six.

For consumers the energy future looks bleak especially given DCameron's decision to side with big business in a natural monopoly situation where they appear permitted to rig prices across the board. This issue is likely, IMHO, to be an election decider - Milliband's solution may not be perfect but it contains a sprinkle of justice in times when the masses are clearly not in the same boat as the fat-cats. Joe Soap is getting squeezed from all sides i.e. insecure part-time jobs, spiralling prices and - whilst everyone feels this to some degree, those on modest incomes have little room for manoeuvre. It further rubs salt into the wound when so called independent committees recommend substantial pay-rises for MPs; in times of boom such things are more palatable, but utterly crass and insensitive during austerity. Wednesday's PMQs was the first time I've ever heard Cameron seriously rattled; his normally smooth and eloquent delivery faltered in the face of tough questions to which even his team struggled to find a convincing answer.

[investopia] 24/10/2013 14:45

Top-slicing into strength. Must be time for a new mansion!

However, if there was a compelling case (viewed from the inside) for further upwards rerating or strong growth even a new mansion would surely be put on hold?

So I've caved in, followed the director and carved my own overweight holding down to a sleep-at-night stake.

Still keen on ALK and will top up again if the valuation becomes compelling, though.

Can't complain. Bought most of my shares at 18p.

[walthera] 24/10/2013 14:08

It was a Director selling just over a quarter of his holding and a RNS was issued at 13:55.

[bigtbigt] 24/10/2013 13:20

Seems the recent down and up of the share price has tracked general stock market concerns (taper, fiscal cliff, syria) and confidence (no taper, cliff resolved, no syria invasion), rather than anything new about ALK or any fundamental undervaluation.

As such, I find it unlikely we'll see a big rise from here in the near term (in absence of a buyout bid).

But WTF do I know :-)

[truffle] 24/10/2013 13:09

It seems a trade for one million shares went through this morning. Anyone have an idea what it is about?

[spaceparallax] 23/10/2013 09:39

sp ripening for the next breakout attempt

[spaceparallax] 21/10/2013 08:40

be careful what you wish for

[mach100] 19/10/2013 15:34

well the Mail was saying Cheasepeake was a t/o target because of its fracking. I wonder if Alkane could attract a bidder too but hopefully not at these depressed levele!

[spaceparallax] 18/10/2013 15:36

quite possibly

[corrientes] 18/10/2013 15:08

all this talk about yet higher energy prices

[spaceparallax] 18/10/2013 14:42

coming alive again

[bigtbigt] 11/10/2013 16:10

deleted - posted on wrong bb

[spaceparallax] 07/10/2013 09:33

jack,

Proportionate incentives are good and justified - however, this is way beyond that and symptomatic of many dubious practices that have prevailed over the recent decades of unhealthy capitalism.

[jackspratt] 04/10/2013 19:15

SpaceNot sure how there is a negative with this. The award is either in recognition of something 3 people have done which the business know will result in a higher share price in the future e.g negotiating for the sale of the business at an agreed price? Or it's designed to incentivise 3 key staff members who can significantly make a difference. Either way it looks to me like a guarantee that the share price will rise to at least 20% up from the 38.2 pence starting line. Win win as far as I can see.

[spaceparallax] 04/10/2013 13:19

So who are these mystery employees that gain a crazy opportunity to buy shares at a colossal discount to prevailing sp? Why not let them have the shares at today's price - that alone would be generous if the share price reaches the lofty target heights. I get heartily sick of these unjustifiable jobs for the boys systems.

[puffintickler] 30/9/2013 15:33

I'm already invested there!

It could go up quite a bit yet but don't believe all the hype on the board.

Thiopia values the Welsh windfarm assets as operating, in fact they need to cross two small steps first as it is just a site at the momemt, approval is not a given (50/50) then they have to build it (and pay for that).

Main asset is their shareholding in CWE (worth more than the REH market cap) and this is also a share (Australian) that has massive potential (unique wave energy concept being trialled offshore Perth).

REH does have multibag potential, but risky as one company, Utilco, holds 28% of shares and provides a hefty 3.5 M loan facility charging 15% on drawn cash (currently around 1.5 M£).

[asparks] 30/9/2013 14:46

check out Renewable Energy Holdings REH. Up 50+% today

[investopia] 26/9/2013 18:26

Yep, still here.

I think the shake-out bodes well for a heave upwards in the share price as we move towards year end.

[bigtbigt] 26/9/2013 17:34

Today's share price movement certainly encourages me to think the short term low will be nearer to the 35p I indicated, rather than the 30p I feared/imagined.

But I'd be very suprised if it only moves up from this price, and suspect a bottom will not occur or be clear for another few weeks yet.

IMHO