Infrastrata Share Discussion Threads

[boxerdogz] 04/9/2018 08:45

Warrents = Money in the bank. TBF this was all very common knowledge that these would be exercised at some point in the future. we are at that point which is a good thing as share price has 0.25 in April.

Just my take on it being an opptomist

[mirabeau] 04/9/2018 08:20

'Without warrant drag this stock would be 2p and arguably higher by degrees'

[mirabeau] 03/9/2018 22:33

John Wood
‏ @JohnWoo64494325
2h2 hours ago

It’s going to be an interesting winter given where our storage levels are already. #INFA

-

Let's hope this helps in focusing the minds of those who believe storage isn't that important in the energy infrastructure mix.

More renewable energy equals more risk of interruption
More Russian gas equals more risk of security of supply
More expensive US LNG equals higher costs relative to risky Russian gas
Putin's got Merkel by the balls and in time he'll squeeze them and make Germany squeal.
Take out insurance to compensate for higher risk = more storage

[boxerdogz] 03/9/2018 19:21

Where we are fortunate is that UK produced gas is priced in £GBP on gas markets so storage injection should not be impacted by currency fluctuations ( In theory )

[spudtheplumber] 03/9/2018 19:19

Yep we should be injecting not withdrawing at the minute.Also the far East are buying up the LNG shipments so we are competing for gas with the most expensive natural gas market in the world

[boxerdogz] 03/9/2018 19:11

Read that Centrica will continue to supply gas from rough for about 3 to 4 years ........good timing

[boxerdogz] 03/9/2018 19:07

I think it just firms up the major important of gas reserves ( also as depicted by you twitter posts today on storage withdrawls ) it only takes a few supply outtages in summer to eat into what little reserves we have here

[boxerdogz] 03/9/2018 19:05

In the article above spud they list the probelsm and closure from rough as a contributing factor ....along with other supply issues

[spudtheplumber] 03/9/2018 19:03

Not sure how much gas is left in Rough but today it was supplying.0.03 mcm!Lately it has been supplying 3-4 mcm daily. I believe as the pressure drops in the well the withdrawal rate drops too.Tbf Rough is fairly insignificant now.These unplanned supply issues are showing how UK supplies are on a knife edge imo.And it's not even cold yet

[boxerdogz] 03/9/2018 18:47

When the last gas is removed from Rough ?

The case for INFA is very very compelling and we are still in Summer

[mirabeau] 03/9/2018 18:24

Spud

Those Utility-wise Insights tweets are very informative

thanks

[boxerdogz] 03/9/2018 17:00

have advfn and Sharepad .... they don't indicate that. cheers spud

[spudtheplumber] 03/9/2018 16:58

They show cancelled on lse

[boxerdogz] 03/9/2018 16:56

I know , high. There were also a couple of delayed trades today only 100000, but don't have a date as my 2 x L2 don't show dates

[spudtheplumber] 03/9/2018 16:50

Strange price to pay for the 500k ?

[boxerdogz] 03/9/2018 16:28

Plenty of DIP buying into the close and paying 0.7825 on NEX way over ask

[spudtheplumber] 03/9/2018 15:31

Almost total uk storage withdrawal capacity!

[mirabeau] 03/9/2018 09:49

'meetings' in the plural...he's a tease isn't he...

we need some proper solid news to flush out the warrant holders and attract new blood into the stock

[boxerdogz] 03/9/2018 09:47

Think John Wood was there last week also

[boxerdogz] 03/9/2018 08:06

Looking forward to a +ve week here. Off to a good strat this am.

[mirabeau] 03/9/2018 07:20

John Wood
‏ @JohnWoo64494325

Going to be a busy week with our Q&A session, Costain monthly progress update in Manchester and finishing off with meetings in Copenhagen. #INFA

[spudtheplumber] 02/9/2018 22:30

Website is in the process of a major upgrade (badly needed lol)I'm hoping it will be a "one stop shop " for info

[11_percent] 02/9/2018 21:46

Boxerdogz
2 Sep '18 - 16:21 - 2529 of 2548
0 4 0
11% yes you have some catching up to do for sure. Last Sunday your intention was to spend the day researchign INFA , yet it doesn't even look like you've read any on the RNS's.....?

Strange..........

========

Not strange....ended up down the pub getting having a few vodies.