Infrastrata Share Discussion Threads

[boxerdogz] 07/9/2018 15:42

And by all means don't take any of what I say as advice ....not meant that way.

All adults here and all make our own decisions. I stand to lose the most on here if this doesn't come good.

The risk appetite in INFA for me is a good fit.

[big7ime] 07/9/2018 15:39

Worth listening to the cc again to get the full picture. There were details I missed the first time around. The second listen gave me even more confidence.

[boxerdogz] 07/9/2018 15:31

Heres the way I see it.

- I think it's fair to manage expectations now on 2 caverns. Yes phase 2 and 3 might happen in the future , but for now upgrade on SNIP and SNP out of INFAS hands

These were some my questions regards this form the CC
Q1- Is the financial model of INFA dependant on the SNIP upgrade for reverse flow of Gas interconnector owned and operated by Mutual Enegery.

Q2- The SNIP reverse flow PCI upgrade. Does this come before or after IslandMagee ?

Q7- Of note is the recent puchase to build a large LNG terminal in Shannon. Do you see this as a positive or negative to INFA. I note that that the SNP South North Pipeline is currently configured to supply gas from North to South Ireland.

I suspect a sell of today due to traders expectations of price sensitive info being released in CC. Never going to happen as as far as I can tell nothing has really changed here.

- We did have confirmation that project lifetime is 40 years ( a major plus )
- I,m confidentINFA will get a funding partner with INFA taking on the rest of the debt structure.Of course any funding partner will want a ROI. That might be at project Islandmageestorage level . else they take up a stake in INFA Stock which might be interesting....again all speculation.
- I should imagine that any funding partner will want to see a full cost breakdown and future returns statement prior to FID. This will take time and IMO will not arrive this week or next , but patience is required if your a long term investor and have that mentality, difficult for some understand that and realise many want quick returns ( Traders )
- Of note to me was the question to JW about his Share purchase ....Can't look a gift horse in the mouth . Speaks volumes !

There is some unknowns of course moving forard namely Brexit . SNIP and NS pipeline . Funing partner , offtake Partner , political unknows and future gas prices. But listening to the board today they all sound very upbeat and proffesional in their own fields which bodes well.

The talk of where they want to take INFA as a company long term was of interest to myself as a long term holder. They are looking to build a strong comapny with a portfolio of interests here.

For that they need money in the bank to think in these terms ( and not mere placing money IMO ) For me this suggests they have every expectation of a near term cash injection to INFA via project funding . partial buyout?...that just my speculation.

Plenty to look forward to and much newsflow anticipated. First gas end 2022. long way to go until then any many up and many down days no doubt. Long term trend remains to the up side and for a long term investments fits my Investment criteria. Might not be for everyone of course, each to their own....GLA

[bibs] 07/9/2018 14:58

Canny comment that 'speeding ticket' inference, that maybe interpreted by some??
Allows ii plus others another opportunity to follow the natural, progressive curve and to buy in on cue.
Always the ill researched or skittish that loose out.
Great opportunity for the savvy and committed though ; )

[2prsimo] 07/9/2018 13:14

Looks like a very busy 6-9 months

[spudtheplumber] 07/9/2018 12:41

HTTPS://www.voxmarkets.co.uk/company/INFA/link to investor call

[hazl] 07/9/2018 12:33

I'm not going to argue with that.....

[hazl] 07/9/2018 12:09

..actually it's a beautiful 'bowl' if you go on such things, if you look at the five year chart...
or seven year for that matter

[hazl] 07/9/2018 10:28

It appears to be on the turn.... )

[hazl] 07/9/2018 10:24

Just a normal pullback.
I was going to wait until after warrants but talking to various about gas storage, I just made the decision and am glad I did.
Anyway I have always found the investment compelling,my opt out was only ever going to be temporary .
The directors have put their money were their mouth is.
Good luck folks.

[richardjohn10] 07/9/2018 09:32

Inpatient sellers will buy back at higher prices.

[escapetohome] 07/9/2018 09:26

Perhaps the conference call was not what we really needed.

[mirabeau] 07/9/2018 09:23

Conference calls and tweets are ok but the market only concerns itself with price sensitive news issued through a RNS. All else is fluff and the market is expressing its disappointment

We await the necessary RNSs to validate progress

[2prsimo] 07/9/2018 09:17

the mm's are raping a few at the moment - be careful guys and let it settle

[boxerdogz] 07/9/2018 09:09

I have some thoughts positive and negative in regards to share price , will post laters . But maintain to hold for a long term play here . Very much Bullish but like to look at all sides of ongoing picture

[boxerdogz] 07/9/2018 09:07

Quick log in . off out for day but back on this evening. Look on the bright side . Warrents at 0.68 unable to excercise at these levels, as said above strange reaction . Think just a few weeks ago . share price dropped to 0.58 bid one day , followed by rise to almost 0.8 next if memory serves me right.

Was mentioned in CC . Taders have moved in on the stock. upside liquidity

[escapetohome] 07/9/2018 09:01

A disappointing share price reaction.

Sell on news would seem correct in this case.

[spudtheplumber] 07/9/2018 08:34

Yellow jersey are sorting it today apparently

[big7ime] 07/9/2018 08:29

Why don't they post the presentation?

[ny boy] 07/9/2018 08:29

Adding more, what a daft reaction lol

[2prsimo] 07/9/2018 08:28

Strange price reaction to what was a decent investor conference call - there is a sizeable overhang here by the looks of it