Alkemy Capital Investments Share Discussion Threads

[cyfran101] 17/3/2014 00:37

I've got a feeling that Alkane may have to drill a couple of wells to prove them up before getting a reasonable offer. Cuadrilla have, despite all the protests, only drilled three wells. Maybe something to consider.

[spaceparallax] 13/3/2014 08:19

just listened - very positive

[cyfran101] 13/3/2014 00:48

Another webcast

[pyemckay] 12/3/2014 19:03

yield is only 0.5%, think someone mistook it for nearly 5% earlier.

[spaceparallax] 12/3/2014 10:04

I think the results are impressive - presumably the EPS growth is modest because of the costs of the acquisition and expansion.

[dan de lion] 12/3/2014 09:49

Alkane`s consensus eps for 2013 was 2.74, a drop on 2012, I see that they have actually achieved an increase in eps in spite off the dilution, all those extra assets bought in will have a full year of earning this year, bodes well.

I can see the various financial mags saying buy!

[lageraemia] 12/3/2014 08:51

I think that 'Empire Building' has other benefits. Grenated EPS is important, but bigger cash flow allows more rapid expansion and eventually economies of scale. It also places the company on the takeover radar more effectively.

The big prize is the shale gas. A big company with more turnover is the only change Alkane has of getting involved in the drilling/exploiting of its own acreage without being mugged/farmed-down.

Solid progress from a very solid company.

[grahamhacker] 12/3/2014 07:15

Good solid progress in my eyes

[shanklin] 12/3/2014 07:14

So are the directors just empire building or are there plans to grow EPS?

[lageraemia] 11/3/2014 17:54

I've just noticed this RNS from TEG Group about the Dagenham AD/Biogas facility. I believe Alkane have been involved on a Design, Build, Operate (DBO) basis:

hxxp://www.nottinghampost.com/Alkane-wins-pound-1-6m-contract-Dagenham/story-16819859-detail/story.html

No RNS yet from ALK - probably waiting for preliminary results, which were 13th MArch last year?

RNS Number : 6392B

TEG Group (The) PLC

06 March 2014

4 March 2014

The TEG GROUP PLC

("TEG" or "the Company")

TEG's Completion and Client Handover of its Plant in Dagenham

London's First Anaerobic Digestion & Composting Facility

The TEG Group PLC (AIM: TEG), the AIM-listed green technology company, which develops and operates organic composting and energy plants, is pleased to announce that following successful commissioning and testing, it has now handed over to its client, TEG Biogas (London) Limited ("TEG Biogas"), the combined In-Vessel-Composting ("IVC") and Anaerobic Digestion ("AD") plant at East London's .Dagenham Dock (the "Dagenham Plant"), both on schedule and in budget.

The Company commenced the GBP16m Engineering, Procurement and Construction Contract ("EPC Contract") in September 2012, part of the development of the GBP20m facility. With the handover of the plant completed, the Company will receive retentions on 7(th) March 2014. The Company is now providing on-going operating and maintenance services to TEG Biogas under its 15 year contract, with annual revenues of approximately GBP1.3m per annum, escalated annually.

The Company is a 24.5 per cent shareholder in TEG Biogas, which is a joint venture with funding partners led by Foresight Group. Foresight brought together funders including the Foresight Environmental Fund the Foresight UK Waste Resources and Energy Investments (UKWREI) Fund, Quercus Assets Selection, The London Waste and Recycling Board (LWARB) and Investec Bank plc.

The Dagenham Plant processes 50,000 tonnes per annum of food and green waste via both AD and IVC technologies. It is the first AD plant in central London and will generate approximately 1.4MW of electricity, sufficient to power approximately 2,000 homes. It will also produce over 36,000 tonnes p.a. in AD digestate and 14,000 tonnes p.a. of compost for agricultural use. The feedstock is source segregated food waste and mixed food and green waste produced by local households, commercial and manufacturing enterprises.

Mick Fishwick, CEO of TEG commented:

"I am delighted to see the Dagenham plant completed on time and on budget and that it has now been passed across to its owners. This project once again demonstrates TEG's ability to take a plant from the drawing board to full commercial production and we look forward to operating and maintaining the plant for the coming 15 years, while we continue to develop and build further UK based IVC and AD plants".

[spaceparallax] 10/3/2014 09:34

I rather hope that it will help boost the attitude to all domestic renewables.

[dan de lion] 08/3/2014 11:43

It is possible that with the threat to European gas supplies owing to the political situation at the moment and possibly ongoing,that the Government may decide that it will give greater even backing to Fracking and may well subsidise the drilling, Alkane with it`s expertise in getting gas out of the ground and already holding the licences for large areas could very well benefit from this situation.

[spaceparallax] 03/3/2014 17:01

well done.

[dan de lion] 03/3/2014 16:23

Have just bought 50k @ 43.15p

[spaceparallax] 03/3/2014 15:50

ironic that alk should be down in the shadow of the Crimea issues. If anything, such shares should thrive because they offer a small helping hand to ease our reliance on Russian gas, which will prevent any UK action military or economic.

[lageraemia] 03/3/2014 14:37

I'm happy for a bit of the shale froth to blow off for the short term - looking to top up again.

[cyfran101] 19/2/2014 00:00

Thanks for that Jackall!

[spaceparallax] 10/2/2014 10:31

great posts Cyfran

[cyfran101] 10/2/2014 00:44

It is possible that Egdon Resources and Cuadrilla received farm out approaches first not just because of the licences that they hold but also because they were more dependent on a farm out.

Alkane who are already profitable and not reliant on pursuing their licences immediately would not be perceived as being under pressure to say yes to any deal being offered and therefore the reason the company has not received the first offers?

[cyfran101] 08/2/2014 01:07

5 min' update on the recent RNS:

[cyfran101] 08/2/2014 01:00

Maybe a company is running the rule over our licences as we speak?

[spaceparallax] 06/2/2014 08:34

An interesting development - I certainly like our strategy fueled by CMM but am slightly concerned that this acquisition exposes us to the vagueries of the gas open market.

[red army] 05/2/2014 14:33

Share price moving on news