Infrastrata Share Discussion Threads

[waterloo01] 02/3/2021 16:42

Thanks. Nice article and hope they do build it sustainably this time round. I think they will.

[glennborthwick] 02/3/2021 16:37

I live near appledore, dont hold shares but thought it might be worth sharing here

[master rsi] 02/3/2021 15:15

A couple days of a bounce back , today one of the best so far +2p

5 days chart

[gunsofmarscapone] 12/2/2021 11:58

Why so illiquid? This is about the stodgiest share ever, difficult to skim profits...

[master rsi] 12/2/2021 11:26

Lovely bounce from lows recently

[master rsi] 12/2/2021 11:20

The news got the share price moving UP from that bottom lately

Level 2 bid side
10:43 CFEP 3,000 42
11:08 SCAP 3,000 42
11:00 WINS 3,000 42
11:15 JBER 3,000 41
10:38 CNKS 3,000 40.5
10:53 ARDA 3,000 40
10:41 STFL 3,000 39
07:54 PEEL 3,000 35

Offer side
43.5 3,000 CNKS 10:38
44 3,000 ARDA 10:53
44 3,000 STFL 10:41
44 3,000 JBER 11:15
45 3,000 CFEP 10:43
45 3,000 PEEL 07:54
45 3,000 SCAP 10:44
46 3,000 WINS 11:00

[terminator101] 12/2/2021 07:59

Excellent. Now the CEO can say that he only gets £250k for each site. Totally not overpaid.

[waterloo01] 29/1/2021 16:48

Chris, agree the ship building assets are of more immediate interest. I'm not sure you're correct re govt contracts as the UK has so few facilities I doubt it would be an issue if the contracts are there.

The gas storage, is IMO secondary at the moment. Good luck with the teeth.

[vauch] 29/1/2021 15:50

EOG
Planning was granted Guns

[ali47fish] 27/1/2021 07:22

gresham house reducing their holding- is this significant anyone with insight please

[mr.oz] 26/1/2021 12:07

We have further been advised by DAERA of their intention to make a formal recommendation to the Minister for Environment on or before the end of the first quarter of 2021.

[terminator101] 26/1/2021 07:22

Targeting cash break even by the end of this year. Very carefully written statements and buried in a mass of waffle. But this is a loss making low margin business until they ramp up and secure orders and that's not going to happen quickly. Plus there is more dilution to come on the staged aquisition for appledore.

[mr.oz] 26/1/2021 07:22

36mill market cap for cash break even on 1.5mill a month just from ferry and cruise
Multiple contracts in progress on multiple fronts

2021 should be rewarding
I'm not even mentioning IM/ML

[gunsofmarscapone] 21/1/2021 12:10

My expectation is imminent ie weeks approval of the ML followed by project finance news. Then I speculate that Navantia will aquire a full partnership share of H and L. Following these events a new group chairman will be required concurrent to expansion of the board.

Lets just watch and wait.

[lyndonharrison] 14/1/2021 21:07

howler1975 thanks for sharing that very interesting document. No mention of it but I'm here for the GAS.

[neilyb675] 13/1/2021 12:12

dissapointing....

[waterloo01] 13/1/2021 11:51

Was hoping to get some excess shares in the offer. Looks unlikely!

[howler1975] 13/1/2021 07:35

Massive ambitionshttp://www.defence-and-security.com/features/featureharland-wolff-british-ingenuity-for-modernising-naval-commercial-shipbuilding-8449011/

[htrocka2] 04/1/2021 21:23

A 50% increase Holding by Killick..

[kirkthrust] 23/12/2020 13:40

its a great buying opportunity ....clearly they need working cap/balance sheet to support the enhanced pipeline of oppportunities; hence the allusion that gresham house, killick and co are buying more..they know whats going on more than joe public....this will multi bag in 2021

[ali47fish] 23/12/2020 09:51

someuwin- any comments on the share price movement today?

[westofengland] 14/12/2020 15:51

Thanks,someunwin. I sense this business could be one of the big winners over the next three years.

[someuwin] 12/12/2020 18:33

This presentation from last month gives a good overview...

[waterloo01] 12/12/2020 15:26

Interesting how the 'value' has moved on from gas storage to the shipyard business. I bought when they bought H&W as thought it a very shrewd move, especially with Brexit. Had on my watchlist anyhow due to Chrisatdrg.

How do longer term investors now consider the value of the gas storage project?