Infrastrata Share Discussion Threads

[spudtheplumber] 30/8/2018 10:48

Explains the tick up first half hour on no tradesNice dip buying whoever it may be ?

[boxerdogz] 30/8/2018 10:37

Decent 33 grand buy apprears from 08:35.....wonder who that could be

[bibs] 30/8/2018 10:25

Are you surprised : /11 plus will have a huge holding by now!!

[big7ime] 30/8/2018 10:17

Good of you to let us know you findings from your day of research 11%!

[big7ime] 30/8/2018 10:14

I thought as much, I reckon he's already bought in but is not a high roller as he'd like us believe. from the VLG thread:


11_percent29 Aug '18 - 22:48 - 20736 of 20742
0 0 0
redartbmud
29 Aug '18 - 21:03 - 20733 of 20735
0 1 0
INFA .71p to buy.

Tempted from Tooting.

red

=============

Have been looking at it......it was due a pull back, and I had earmarked .7p......but like yourself am now tempted.

[boxerdogz] 30/8/2018 09:09

Just posted by the Chairman on Twitter
Soncer
‏ @GVLSoncer

Soncer Retweeted InfraStrata plc

Plenty in already and themes are emerging. We have some very smart investors.

Soncer added,
InfraStrata plc
@InfraStrata_Plc
REMINDER: We will be hosting an investor and analyst conference call at 17:30 (U.K. local time) on Thursday 6 September. Please submit any questions you may have by 17:00 on Wednesday 5 September. Full details of the event can be found here: #INFA
1:04 am - 30 Aug 2018 From Croydon, London

[ny boy] 30/8/2018 08:46

L2. Very strong 3 v 1

[ny boy] 30/8/2018 08:09

Tick tock, buying time L2 Strong dyor as usual, buy the dips proving a good policy here since the Spring.

[mirabeau] 30/8/2018 07:53

Good stuff spud

[spudtheplumber] 30/8/2018 07:49

Interesting to note that storage was supplying circa 16% of yesterday's flow into the grid, due to planned and unplanned outages from UK & Norway supplues
That shows the flexibility of MRS, as seasonal storage does not allow that

[spudtheplumber] 30/8/2018 07:27

Divmad
Rough was classed as seasonal storage, injection in the summer , withdrawl in the winter.
It was closed to injections last year and is currently supplying circa 3mcm into the grid daily.This will be depleted in the not too distant future.
It is a disused gas well and the has severe well integrity issues that would require massive investment to sort.

Also being an offshore facility, the running costs are very high.

Islandmagee will be a medium range storage facility (MRS) and offers flexibility (and more profit) with its speed of injection and withdrawal. This allows several "cycles" over the year.

Daily withdrawal will be circa 23mcm.

It's PCI status and UK government guarantee scheme backing along with the fact our CEO has invested heavily suggests this project is firstly needed and secondly a "goer"

All IMO & DYOR ;))

[mirabeau] 30/8/2018 06:58

Have faith Divmad. Let's see the plans for Islandmagee. The EU's afforded Larne PCI status. The EU believes the project is essential for the purposes of connectivity and security of supply and that will prove important for investors

Rough was uneconomic and ageing. It required considerable capex to upgrade it. I believe Islandmagee will be designed to accommodate fast, flexible and active storage with quick response times to wherever the gas is needed. I believe they'll make it economically viable in terms of its construct, size and its usage

Let's await the plans for construction and commercialisation from the company and then we can see the lay of the land

Geopolitics will play a massive part in gas pricing as we move forward and that creates uncertainty and risk. In the long term storage will become vital

[divmad] 30/8/2018 04:35

And also, why did Rough close down if UK storage is the lowest in W Europe? It suggests that there is no near term viable case for a replacement storage facility?

[divmad] 30/8/2018 04:33

I was referring to the McKinsey report.

[divmad] 30/8/2018 04:32

I don't understand a key part of that article. Whilst fast storage facilities might be expected to benefit from increasing volatility of spreads, long term storage will suffer and not offer profitable investment opportunities. Can someone please explain which part IMSL will serve?

[thetrophyman] 30/8/2018 00:17

That question mark was actually a rocket ship (emoji) :)

[thetrophyman] 30/8/2018 00:16

Oooh... I am excited about this ?

[boxerdogz] 29/8/2018 23:20

A few more articles of interest.

#1- Northern Ireland Gas Capacity report. 2017/18 to 2026/27.
Note however future models accounted for Gaeletric coming online 20/21 CAES salt cavern storage. Larne area also. I think this has been cancelled.



#2- EU Commision for Enegy regulation - Old paper from 2012 concerning ( SNP ) Ireland South North Pipeline. Mentions Salt cavern storage Storage on Island Magee but




Happy reading

[boxerdogz] 29/8/2018 21:38

I'd like to see him come onboard Bibs with a large chunk of his chump change ( he knows it makes sense ) but then again he may just be talking through his pocket ( in a little way ) lol

[bibs] 29/8/2018 21:34

Absolutely PMSL here : )Or at least until that mahoosive many multi million trade (s) + 1 shows.By the sound of it though 11+ (no pun intended) is pondering on the way of buying in.Why so slow on the uptake here, hardly rocket science : o

[boxerdogz] 29/8/2018 21:10

An interesting take by former energy minister on the future of gas and storage . Note the comments on LNG. This most important with Shannon terminal to be built in the future.

The solution, I think, lies in more import routes and more storage. We have been well served by our LNG import capabilities, but an LNG facility is no guarantee of itself that gas will come into it. In a world where there is high demand for gas, the gas being transported by LNG tankers will go where the price is highest.

[boxerdogz] 29/8/2018 20:17

Hazl...did well today I see ?

[hazl] 29/8/2018 20:13

2449 very good find spud

[mirabeau] 29/8/2018 20:00

John Wood
‏ @JohnWoo64494325

Looking forward to attending the SMRI conference in Belfast late September #INFA # SMRI
10:37 AM - 29 Aug 2018

[spudtheplumber] 29/8/2018 19:46

"Without Rough, further structural volatility could be expected, particularly in the winter months. Flexible and fast cycle storage assets could emerge as the winners of the Rough story."