Alkemy Capital Investments Share Discussion Threads

[nobbygnome] 16/7/2015 07:00

Isn't the point that at the peak time in winter from 4 til 8 in the evening there will be no contribution from solar panels because it is dark! That is part of the problem with a sustainable energy approach.

Nobby

[tracy_moore] 16/7/2015 06:36

All those with solar panels stuck on their roof will be able to sell at a premium to the national grid ;-). And there goes the pig past my window.

[rivaldo] 16/7/2015 06:21

Nice plug in today's market report in the Mail too...



"Alkane Energy, which operates mid-sized ‘gas-to-power’ electricity plants to the grid, jumped 2.25p or 1pc to 24.5p. Buyers switched on following National Grid saying that the risk of blackouts this winter has increased compared with a year ago. It said the closure of some power stations will have left spare capacity on the system at just 1.2 per cent, which is the worst in a decade."

[nobbygnome] 15/7/2015 18:33

The CEO of ALK was interviewed on Radio 5 about STOR this evening and gave a confident performance. I certainly learnt a few things! So perhaps we will see further rises if this publicity continues!

GLA

Nobby

[stegrego] 15/7/2015 16:44

So basically you used to make out you were a miner so you could wear eye liner? Each to their own.... ;)

Anyway, was looking to get back in here this morning, but thought no will hang fire until Greece pass laws IE tonight, and been out all day and come back to 10% up......... Grr

[pj 1] 15/7/2015 14:01

Slightly off thread. Most of my school friends ended up down the Pit after leaving school. For thOse that cannot rememeber you were guaranteed a job there if your dad or close relative worked there. This week the last of my friends was made redundant from Thoresby Colliery so something of a closing chapter in my life. You could always spot a miner when out at night as it always looked as if they had mascara on from the coal dust temp staining.

Anyway, no doubt more methane opportunities at Thoresby in the future.

RIP

[cheshire man] 15/7/2015 13:54

Interest here today pushing the share price up :-)

[m4rtinu] 15/7/2015 13:08

Agree with your sentiment Mort. However, the outturn will depend on the weather. Last year was mild and ALKs STOR income was lower than hoped for. As someone mentioned on another thread, not clear how ALK can influence DEMAND-side?

[mortimer7] 15/7/2015 12:57

Good news for ALK, not so good generally
"Britain's electricity supplies will be at their tightest level in a decade this winter, forcing the country to rely on emergency measures to ensure the lights stay on, according to official forecasts. The closure of three power stations has increased the risk of blackouts since last winter, new analysis by National Grid shows. The 'safety buffer' margin between peak winter electricity demand in and the output from Britain's ageing power stations is likely to fall to just 1.2 per cent - down from 4.1 per cent last year, it finds "

[rivaldo] 15/7/2015 11:27

Great find GHF, adding to the run of good news.

I can see the share price bouncing substantially from here - hopefully all the way back to 40p.

[dan de lion] 15/7/2015 10:42

Don`t understand why no RNS on above

[glasshalfull] 15/7/2015 07:45

Further good news that I don't recall seeing posted on the thread.

Alkane Energy wins National Grid DSBR contract for this coming winter.



Alkane wins National Grid demand side balancing contracts for coming winter
Alkane Energy plc (“Alkane”) is delighted to announce that it has again won contracts in the demand side balancing reserve (“DSBR”) auction for the 2015/16 winter season. These contracts are part of National Grid’s DSBR programme which is designed to provide additional balancing services to the UK electricity market during periods of high winter demand.

The contracts are to supply 57MW capacity to National Grid during the coming winter from within the Group’s existing portfolio of Power Response capacity. This is the second year Alkane has been successful in winning contracts to work with National Grid in this important programme.

This award is a reflection of Alkane’s cost effective, flexible and highly reliable operating assets. The current generating fleet provides an ideal partner to National Grid in meeting its security of supply targets. The Grid programme is designed to cover the winter peak period from 4pm to 8pm each weekday between November and February.

Alkane looks forward to working with National Grid on the DSBR programme in addition to our operations in the Short Term Operating Reserve (“STOR”) and the Capacity Market.


Regards
GHF

[rivaldo] 15/7/2015 07:08

Cheers Folderboy, good find - and good news for ALK.

[folderboy] 15/7/2015 05:40

UK spare electricity capacity to fall this winter

[lageraemia] 10/7/2015 16:00

Trouble is, ALK didn't go UP when EDR went UP, it just went DOWN when EDR went down.

[m4rtinu] 10/7/2015 08:05

EDR share price was up 100% from late April to late June. Recently has fallen back 25%, may partly explain recent weakness in ALK sp; after what seemed like a v positive update.

[stegrego] 08/7/2015 18:47

Does the budget and the stopping of CCL exemptions have any impact here?

[dan de lion] 08/7/2015 15:47

A rollover is when a punter has a T20 ending he can get his brokers to "roll it over" onto another T20 for payment of a fee, or get his broker to sell and re-purchase on a tight margin either at the high quoted price or the low quoted price, you can only do this once on any T20 trade, often mistaken by other punters as two buys or two sells of the same quantity.

[m4rtinu] 08/7/2015 13:17

Dan - could you tell me what "rollovers" are re your post on lse site, please.

[mortimer7] 08/7/2015 13:12

Hmmm - maybe Hendersons think so, they've increased above 23% now ....

[pj 1] 08/7/2015 08:31

The longer the consolidation, quite often, the stronger the break out imo. Patience and sentiment

[dan de lion] 08/7/2015 08:27

It is difficult to understand why the share price isn't climbing away on that bullish Trading Update!

[rivaldo] 07/7/2015 13:26

Nice summary from Malcolm Graham-Wood (frankly I trust him much more than some scribbler from Cantor who's so out of step with everyone else):



"Alkane Energy has announced a trading update this morning and all continues to go very well indeed. A 25% increase in output and a more than 40% rise in generation revenue is the result of the Carron Energy sites bought in 2014 and encouraging base load production from CMM sites with the power response activity in STOR seeing 'progressive improvement'. I remain very positive on Alkane and provided it doesn't come back to the well again soon will prove to have been exceptional value at these levels."