Infrastrata Share Discussion Threads

[hazl] 16/8/2018 09:05

Don't forget the UK will have to get gas from Norway,Russia and Qatar in the future after N Sea depletion....much further to travel.

CORRECTED thanks to b time.

[big7ime] 16/8/2018 09:03

Continuation of the chart pattern building nicely suggests a near term tp .78
Bit the bullet and upped my hdg this am

[hazl] 16/8/2018 09:02

JOHN WOOD has now a substantial stake in the company,where apparently he is driving an excellent performance.
Now he has top quality partners to drive the process forward.

[mirabeau] 16/8/2018 08:29

I'm sure people may now think twice before selling as today's Board change may herald a period of accelerated news-flow. Here's hoping!

[hazl] 16/8/2018 08:16

Absolutely!
Having to pay 0.63 now by the looks of it.

[mirabeau] 16/8/2018 07:45

I'm sure he'll be talking about this move and the future of INFA with MGW in next week's interview

[someuwin] 16/8/2018 07:22

Its all coming together here,

[mirabeau] 16/8/2018 07:19

Wood buys a shed load of stock with his own cash and then becomes the new CEO. What's his plan for INFA? I sense something is in the pipeline.

[boxerdogz] 16/8/2018 07:13

Very Positive IMO

[hazl] 16/8/2018 07:10

Already on Malcy's blog he talks about the progress made in this area so this is clearly further direction in this continued strategy.

[mirabeau] 16/8/2018 07:05

Very interesting RNS

[snowman100] 15/8/2018 21:10

Just regurgitating mostly....

Spud said ‘The beauty with Medium Range Storage (MRS) is the rate of withdrawal and injection. Islandmagee will be able to withdraw over 20 million cubic metres of gas per day’.

So based on that, given that in 2017 gas prices fluctuated between 35 and 53 pence per therm (industry gas prices vary significantly depending on energy consumption) and given that a therm = approx. 2.64 cubic metres of gas.

Consider this Illustration: (40p per therm is 15p per cubic metre) 15p x 20m = 300m p, = £3m per DAY!

…….I am liking that sir!

[boxerdogz] 15/8/2018 20:41

David Marshall as per Spuds thread above has collated a mass of infomation , figures and fcats for those interested in INFA, easy on the eye read, concise and precise. Adds wieght to a buy and hold approach like myself and many other large holders.

[spudtheplumber] 15/8/2018 20:31

Link to blog by David Marshall A little out of date now but very well researched imo

[divmad] 15/8/2018 20:24

Appreciate the replies fellas. I am still learning about Infa, and ticking more boxes, but buying slowly. Nowhere near a full position though.

[spudtheplumber] 15/8/2018 20:16

On my jollies for a couple of days so won't have much time to check in.Looking forward to next news

[spudtheplumber] 15/8/2018 20:15

Just like to say this bb is great at the minute!Some good research shared GLA

[hazl] 15/8/2018 18:26

Thanks spud and boxerdogz........you is the experz!

[boxerdogz] 15/8/2018 18:03

If you look at Petronas who Import LNG to UK , delever to UK in Dragon Energy ( Wales ) Then can store under ground at Humbley Gove , and then trade extract as and when the need arises.

The beauty of UGGS is that storage can be taken from the gas networks when needed as opposed to waiting for an LNG tanker to arrive from overseas.

I would also think that with an LNG plant you wait until tanks near empty ( say 20% at a guess ) prior to importing at spot price.

A simple internet search reveals this for advantages of storage as per INFA

[spudtheplumber] 15/8/2018 16:39

The beauty with Medium Range Storage (MRS) is the rate of withdrawal and injection.

Islandmagee will be able to withdraw over 20 million cubic metres of gas per day.

Not sure the capacity of lng regas plants but I'm guessing nowhere near that?

An lng terminal and storage facility are two different things and compliment eachother

[hazl] 15/8/2018 16:16

Perhaps because there is room for both divmad.
Storage is recommended as well,I believe they used the term 'diversify gas supplies'.

The point is this is an area of concern for both Britain and Northern Ireland at least
and that feeds right into INFA's hands at the moment.
I don't claim to have all the answers but I think this is a great area to be in.
IMO

[divmad] 15/8/2018 16:06

Hazl, why is a liquid gas storage terminal, as recommended, not a competitive threat to Infa's proposed gas storage solution for Ireland's energy security?

[bibs] 15/8/2018 15:38

Another calm before another storm maybe ; )