Infrastrata Share Discussion Threads

[euclid5] 31/7/2018 21:03

Hello Boxerdogz,

Recall NPV was showing as £67m / 1.033b shs = 6.5p, on an old Broker note report

Not sure of the NPV will be updated with a longer period of 40 years frm the 20 years, if so should equal a higher NPV value

[spudtheplumber] 31/7/2018 21:02

From project update rns 19th April

As an outline, the milestones cover the following areas:

- Commencement of FEED as soon as possible and completion by Q4 2018, in line with grant timetabling requirements (see below);



- Successful conversion of existing grant allocations received by the Company into cash and the application for, and securing of, all available additional grant allocations over and above those announced to date within Q3 2018;



- Provide a meaningful update on agreements to be negotiated with gas storage/traders and construction finance providers at a project level during Q3 2018;



- Provide updates of refined Project economics based on optimised project phasing, design maturation and commercial agreements during second-half of 2018.



- Issue of tender documentation for the project construction phase in Q4 2018, in line with completion of FEED;



- Selection of contractor(s) for project construction Q1 2019; and



- Achieving Final Investment Decision point, confirming the decision to proceed to Project construction, including all required project construction finance agreements, in Q2 2019.

Plenty of news to come soon and on a regular basis, exactly what AIM demands

[thetrophyman] 31/7/2018 20:38

Thanks for that Boxer, I wish I'd started a lot earlier but hey ho, I'm here now and agree... gotta be careful, I've got a decent average at the mo and didn't want to give that up but I guess this is only going one way... Cheers :)

[boxerdogz] 31/7/2018 20:21

Plenty more holding much more aside to those named. Good thing is the people holding substantial holdings are LTH with sticky hands. That includes the directors should think

[bibs] 31/7/2018 20:18

BD, looks like those named in your post are currently holding circa 10% of INFA stock. Great to feel both the positivity and commitment to the longer term here.

[boxerdogz] 31/7/2018 19:51

Plenty of research SPUD as you know thanks to your goodself , Mcadder, David and others . I see a cash cow but of course risk / reward as with any other share. With INFA though as far as AIM stocks go I see the risk to the down side lower than upside. If it comes off then upside massive.

[spudtheplumber] 31/7/2018 19:47

Great effort Boxer!When the largest tr1 holder is averaging up it's a massively positive sign in my opinion

[thetrophyman] 31/7/2018 16:46

Jaw dropping amounts you guys hold... feel sorry for my itsy bitsy holding lol...

[boxerdogz] 31/7/2018 16:32

Added again on the bell

[bibs] 31/7/2018 14:13

Good work Spud.Will stand you in good stead ; )

[spudtheplumber] 31/7/2018 14:10

I was at the EGM when the old bod was sacked.I've built up a decent holding over 1% of company Lowest buy was .238 highest buy was .85

[mirabeau] 31/7/2018 13:45

thanks all

[bibs] 31/7/2018 13:34

MM's tactics do NOT phase me now as have been investing since 1993.Yes, like others I have learnt the hard way!Holding tight here as it is blatantly obvious that INFA shares are in high demand.

[bibs] 31/7/2018 13:28

For me it started with the Costain participation catching my eye.Since then my initial 'gut feel' has turned to real confidence.Obviously have undertaken my own homework and continue to do so.Adrian's flow of interviews only reinforced my commitment here.

[boxerdogz] 31/7/2018 13:23

David Marshall provides some excellent ground work here. A must read for any invester

[boxerdogz] 31/7/2018 13:18

If you go back and view interviews ( not the recent ones ) from CEP then YES. a few months ago , That interview is what caught my attention .

[mirabeau] 31/7/2018 13:12

'Else a major Blue chip comes along and buys INFA out'

Is that a possibility at some stage Boxer?

[bibs] 31/7/2018 13:10

Those are huge hands lolAll the very best!

[boxerdogz] 31/7/2018 13:07

I,ve shown my hand via 2 x Holding RNS's

[boxerdogz] 31/7/2018 13:06

Nice holding Bibs

[bibs] 31/7/2018 12:57

Thought I'd show my hand too.Accumulated just shy of 20 million shares since early April.Likewise have a plan to hold and accumulate, but until summer 2022 if possible. Have a few avenues available but will struggle to reach TR1 given the upward momentum here.Good luck to all serious about INFA's future prospects.

[boxerdogz] 31/7/2018 12:31

Yes very decent. INFA the long term here and looking for major upside before taking any profits. For AIM this is a cracking investment and not the normal dross. If all goes to plan intend to hold position for 3 years or so ( ie. completetion of build )

Else a major Blue chip comes along and buys INFA out