Alkemy Capital Investments Share Discussion Threads

[rivaldo] 06/5/2015 13:45

EDR up by over 50% from its lows - worth around an extra £2m to ALK.

[dan de lion] 06/5/2015 10:29

Its a sharesave scheme government approved and run by virtually all companies, they must save the requisite amount into a sharesave account every month then at the end of the term can either take the money or buy the shares at the discounted rate, it is open to all employees!

[spaceparallax] 06/5/2015 09:50

Is there no limit to the rapacity of our directors?

[dan de lion] 06/5/2015 08:36

Egdon on a roll should read across sooner or later

[m4rtinu] 05/5/2015 11:07

Agree. share price often drifts lower after initial up move after good news.

[roddyb] 05/5/2015 10:13

normal service has resumed - share price continues its long-term downward path despite positive operating statements.

[dan de lion] 04/5/2015 23:52

An article in the Times:-

According to Professor Andrew Ellis of Aston Uni "the internet is consuming the output of three nuclear power stations and it is growing so fast that it could be using all the UK power generation by 2035, we cannot make all that extra power, so we will have to restrict access!"

Considering that new nuclear is receding further and further into the future and coal is closing down due to pollution issues, ALK could be one of the few generators in the game!

[woolybanana] 03/5/2015 11:36

In many cases, surely that is because many are still developing in their field which can take quite a time and can be subject to all sorts of bumps on the road - eg QFI. Unfortunately they don't all make it. But Nonoco might just about be into profits, though these will probably not be shelled out as dividends just yet as they need to get a load of research done.
ALK suffers from not being understood by the market.

[dan de lion] 03/5/2015 11:00

Only 1 in 3 AIM companies make a profit, only 1 in 4 pay a dividend, ALK do both, why is the share price so low!

[henryatkin] 02/5/2015 18:57

thanks GHF, sounds promising. I've held before and will look to enter again.

[glasshalfull] 01/5/2015 15:59

Henry,

Per post 7112 ... I quoted VSA Capitals update to the trading statement which indicates £5.2m PBT (same as PAT). This equates to 3.22p Adj EPS.


Kind regards
GHF

[henryatkin] 01/5/2015 14:54

Has anyone translated the trading update into estimated earnings?

[spaceparallax] 01/5/2015 10:16

A solid TS - hard to see the share price not recovering back towards 40p.

[rivaldo] 30/4/2015 22:57

Good to see EDR's share price climbing nicely.

And this article highlights ALK as one of 3 stocks "set to fly"....

Http ://www.fool.co.uk/investing/2015/04/30/3-solid-small-caps-set-to-fly-tasty-plc-bioventix-plc-and-alkane-energy-plc/

"Drivers from here could be:

• Further growth from acquisitions;
• Organic efficiency gains;
• Firming electricity-selling prices;
• A recovering oil price lifting Alkane’s Egdon Resources investment;
• Egdon Resources adds value to the shale licences on Alkane’s operating areas;
• Better forward uptake of Alkane’s power-response offering."

[flyingbull] 30/4/2015 17:52

The May oil stock challenge is still on! Deadline for entries is midnight tonight.

Good luck!!!
fb

[dan de lion] 30/4/2015 11:21

Egdon moving up as well should help SP!

[glasshalfull] 30/4/2015 11:12

Nice strong statement from ALK this morning.

Brokers VSA positive,

"ALK’s significantly improved performance in H2 2014 (adj. PBT £2.8m vs. £0.5m in H1) has continued into 2015 with core generation revenues significantly ahead YoY for the first quarter, on strong output growth.

ALK has also nudged up its total sold output for 2015 to 86% but more importantly ALK has sold a further 10% of its forecasted 2016 base-load output with only a slight reduction in the overall average price. However, ALK’s currently secured average price for 2016 is still more than 10% above the current average market price for the year. Our model assumes an average selling price of slightly more than £50/MWh in 2015 and slightly more than £47/MWh for 2016 (assuming al l unsold power is sold at current average market prices of c£43/MWh for 2015 and c£45/MWh for 2016).

UK forward power prices have remained fairly flat this year, following the sharp falls at the end of 2014. We think prices could increase as we approach winter 2015/16 when Ofgem forecasts the de-rated capacity margin could fall to around 3% under its base-case scenario (but could fall to around 2% under higher than expected demand and/or plant closures). We also note the recent full conversion of the £2.0m convertible bond, issued as part of the 2012 Greenpark Energy acquisition.

For FY 2015 we are currently forecasting total output of 215GWh, with revenues of £21.4m, +34% YoY, and an adjusted PBT rising to £5.2M, +57% YoY (FY 2014: £3.3m).

We retain our BUY recommendation with a target price of 43p."

Regards,
GHF

[gucci] 30/4/2015 09:41

lets hope it now starts to head back to 40p and 50p

[someuwin] 30/4/2015 09:31

Also back in here today.

[cheshire man] 30/4/2015 09:02

Back in at a nice spot on the chart for you Stegrego,,,,,,,,,bought back in myself last week after being out since 2009 ! very pleased with the TU this morning :-)

[stegrego] 30/4/2015 08:21

Bought back in this morning since being out since ummm 2006! I'm fairly certain price was about 20p then too.

[dan de lion] 30/4/2015 07:43

Grossly undervalued on current activities, this update should move us up into a better valuation!