Infrastrata Share Discussion Threads

[spudtheplumber] 26/8/2021 12:24

What land would infa sell?I believe they own a bit of farmland on Islandmagee. Appledore is freehold but not paid for in full yet.The other sites are just leased I think

[ali47fish] 26/8/2021 12:12

ht please highlight the link to infa

[htrocka2] 26/8/2021 10:06

It's not all bad news...

[ijamlon] 25/8/2021 12:59

I do agree with this. Were they inclined to sell that land or try to use it for commercial activities other than shipbuilding, I would be more upbeat. Instead it's probably going to be the collateral for a loss making enterprise.

[htrocka2] 25/8/2021 09:18

INFA's Market Cap is undervalued...it's true asset value has been overlooked. (81 Acres...as opposed to the 'brickyard' 3,24 Hectacres (ie, circa 6.5 acres)

[terminator101] 24/8/2021 16:57

That will be the new placing shares IMO. So 1,867,905 issued for appledore, closer to the 2 million I said there would be, not the 1.5 million you were waffling on about mate.

[ijamlon] 24/8/2021 13:22

Very well put. At a minimum there should be stronger governance and processes available to shareholders to limit endless management looting at their expense.

[tole] 24/8/2021 12:58

Chunky 931k trade reported

[lurker5] 24/8/2021 10:10

Long time since I looked in here warning against these gigantic-seeming 'project' companies. PI's pile in thinking the project 'value' belongs to them. It never can. The project is separate. Meanwhile INFA is merely a 'sponsor', whose shareholders take on all the development risks and incur the inevitable, what should be foreseeable, share dilution after share dilution. Its only their managers who make money. The FCA should warn against investing in them.

[terminator101] 23/8/2021 08:43

Morning Range. Good luck explaining to anyone that looks at your posting history that you are not a creepy stalking deranged psychopath. Its a pity that I exposed your boiler room operation on ADME and your multi IDs on this board, maybe time to give up your vendetta, although I must have hit that pretty hard for you to follow me about for so long. Pity there has been no news there despite all the imminent news you have been claiming for months now. Or maybe its just puppy love mate? Does your mum know that your are up this early :-)

[rangenoresources] 23/8/2021 07:56

Looks like yet again Terminator101 aka Fake Arnie has called it wrong again. The guy is a Jonah and when he deramps a share my advice is to buy buy and buy again

[htrocka2] 22/8/2021 10:22

'The people of Islandmagee have spoken!'....at least we get a clearer picture of where these red thumbs are coming from...

[volsung] 21/8/2021 14:20

The people of Islandmagee have spoken!

[terminator101] 21/8/2021 14:02

Iamsailing on LSE shows how much value these clowns have destroyed21 Aug 2021 09:32To answer the question: adjusted for splits, consolidations etc: the share price in 2008 was about £420 (yes pounds) in today's terms. More recently, in 2014, it was about £12. Towards the end of 2016 was the last time it was above £1. This company has been a relentless and on-going investor capital destruction machine (worse than a -99.9% return) . For the management it's a very different story of course, they have made tens of millions and are highly motivated to keep the investor-to-manager cash funnel show on the road. "Big RNS coming in a matter of days". Yawn.

[terminator101] 20/8/2021 11:17

Someone dumping in volume. That can't be good.

[terminator101] 19/8/2021 22:25

Oh dear, the faithful are getting restless on LSE, giving JW a couple of weeks to pull something out of the bag. But what? The only thing on the horizon is more dilution to pay for appledore. Standby for the next round of share dumping.

[terminator101] 17/8/2021 21:15

Tick tock, its crunch week for John big fat bonus Wood. Do they have enough to pay the 2nd appledore instalment. How much dilution? And will the vendors dump their shares straight away?

[ijamlon] 16/8/2021 13:50

Shipbuilding in the developed world is a financial slaughterhouse. I can't understand why anyone thinks Infa will generate any shareholder value at all building ships, the economics are appalling. They would run a mile if they were aligned with shareholders and not other agendas.

[bronislav] 15/8/2021 17:04

The offer for island magee has been on the table for a while in my view and then the company stated that they wanted to see if the government would have any offers to help the company(stalling)Doubt they will get anything from government other than a defence contract but we are still a way off that.The gas supply is as important as any other matters and it may well be they had to wait until that side of the project was in place which I believe it is, so I suspect the ML licence is getting nearer to announcing.Share price has been walked down for some reason and 20p seems to be the average of where they want it.Sell off a majority stake in island magee and the Barrow in furnace interest and then use that funding to support the shipbuilding engineering side of the business.

[htrocka2] 15/8/2021 14:14

bron 'Where do you reckon the gas will be coming from HT.'

It could come from any one of three sources or a mixture of the three...


RNS extract..
'The Company is pleased to report that it is now in an advanced stage of contract negotiations with all three potential offtake partners,...'

[bronislav] 15/8/2021 09:33

ali.not at all , I just wondered if HTrocka has any idea as I hold his postings in high esteem.The gas will have to come from somewhere and I would envisage they have already sourced a supply and supplier.

[ali47fish] 15/8/2021 08:44

bron is this a rhetorical question- nothing is clear

[bronislav] 14/8/2021 23:37

Where do you reckon the gas will be coming from HT.

[htrocka2] 14/8/2021 22:53

Who needs ships when INFA has an Off Shore Fabrication yard and Gas Caverns..