LNC - Linc Energy
- Thread starter noirua
- Start date
-
- Tags
- linc energy lnc
- Joined
- 2 July 2008
- Posts
- 7,102
- Reactions
- 6
hey guys has anybody caught any new broker reports since these boys flogged $1.5b?
cheers
dale
This may not happen until LNC is added to the S&P/ASX200 at close of trade September 19. Their interest will then pick up.
New DCF valuation by BBY at $7.43/share.
They've been busy!
http://www.lincenergy.com.au/pdf/analyst-17.pdf
They've been busy!
http://www.lincenergy.com.au/pdf/analyst-17.pdf
- Joined
- 25 September 2007
- Posts
- 1,712
- Reactions
- 13
not sure when the index funds do there buying
S&P 200 will be dated as per previous post
as per SMH Top Companies by Cap, as of 5/9, Linc is No 114 at SP of $4.35
So there will be no ignoring it.
would be real interested to hear thoughts on how they (the index style funds) do their buying, and what percentage of the market they may constitute..are they buying now?
if they all wait till the official release of the new SP200, u could only imagine fairly strong buying pressure, especially if Linc slot into the top 100.
awaiting trial announcements etc keenly
all to the better, as i am a true believer, as per post 236 and others.
tony
S&P 200 will be dated as per previous post
as per SMH Top Companies by Cap, as of 5/9, Linc is No 114 at SP of $4.35
So there will be no ignoring it.
would be real interested to hear thoughts on how they (the index style funds) do their buying, and what percentage of the market they may constitute..are they buying now?
if they all wait till the official release of the new SP200, u could only imagine fairly strong buying pressure, especially if Linc slot into the top 100.
awaiting trial announcements etc keenly
all to the better, as i am a true believer, as per post 236 and others.
tony
Given the sale of emerald at 1.5 bl.
And the boxes are all ticked upon commissioning of the pilot plant.
Does Linc consider the building two 20,000 bpd plants, one in QLD and the second in SA, two stages behind the Qld plant. I say this as the resource sale was expected to 1bl. Any thoughts. That would be 1.5 bl net profit from two plants per annum.
And given the the MOU's, other parties provide the capital and linc builds and manages operations for say $20 per barrel. Any thoughts. Makes you wonder about the opportunities ahead.
And the boxes are all ticked upon commissioning of the pilot plant.
Does Linc consider the building two 20,000 bpd plants, one in QLD and the second in SA, two stages behind the Qld plant. I say this as the resource sale was expected to 1bl. Any thoughts. That would be 1.5 bl net profit from two plants per annum.
And given the the MOU's, other parties provide the capital and linc builds and manages operations for say $20 per barrel. Any thoughts. Makes you wonder about the opportunities ahead.
- Joined
- 24 June 2008
- Posts
- 40
- Reactions
- 0
China's in!
Now we wait for the yanks. Mc Cain's promise if he wins, "to make America energy self sufficient". How is he going to do that? They still are the biggest uses of of oil and rely heavily on imported oil. They need an alternative that is home based.
All these governments want to reduce carbon footprint by up to 30%. Rudd has already signed us up to Kyoto and promising reductions. Alternatives are the only way. I bet all you threaders have shares in solar, geothermal etc?? I know I do. Oil is about to dry up (well the stuff that's easy to get anyway). You can't run huge mining equipment on solar or geothermal. They will still need stuff to put in the fuel tank.
Also saw yesterday in the Daily Reckoning that one reason that OPEC are moderating supply and keeping oil at reasonable price levels is they see that if the oil price is too high big players are throwing money at alternatives far quicker.
The yanks have something up their sleeve. You don't go giving worthless paper money for oil without a long term plan.
Now we wait for the yanks. Mc Cain's promise if he wins, "to make America energy self sufficient". How is he going to do that? They still are the biggest uses of of oil and rely heavily on imported oil. They need an alternative that is home based.
All these governments want to reduce carbon footprint by up to 30%. Rudd has already signed us up to Kyoto and promising reductions. Alternatives are the only way. I bet all you threaders have shares in solar, geothermal etc?? I know I do. Oil is about to dry up (well the stuff that's easy to get anyway). You can't run huge mining equipment on solar or geothermal. They will still need stuff to put in the fuel tank.
Also saw yesterday in the Daily Reckoning that one reason that OPEC are moderating supply and keeping oil at reasonable price levels is they see that if the oil price is too high big players are throwing money at alternatives far quicker.
The yanks have something up their sleeve. You don't go giving worthless paper money for oil without a long term plan.
Quoting the last paragraph of todays announcement-
“The opportunity with the Xinwen Mining Group in China, along with our projects in Vietnam, possible future opportunities in the USA and our current merger with SAPEX present Linc Energy with several options that will allow a fast track to commercialisation for our shareholders. With so many opportunities presenting themselves, Linc Energy will be completing an evaluation process to prioritise its projects and ensure that the best project is commercialised first. I am committed to creating a commercial UCG to GTL facility for Linc Energy shareholders in the near future.”
the pressure is on the Qld and Aust Governments to allow the 20,000 bpd plant to proceed with haste, having regard to sensible environmental issues. Otherwise Linc will move overseas to the detriment of Qld and Aust communities because of royalties, excise tax and lack of fuel security.
“The opportunity with the Xinwen Mining Group in China, along with our projects in Vietnam, possible future opportunities in the USA and our current merger with SAPEX present Linc Energy with several options that will allow a fast track to commercialisation for our shareholders. With so many opportunities presenting themselves, Linc Energy will be completing an evaluation process to prioritise its projects and ensure that the best project is commercialised first. I am committed to creating a commercial UCG to GTL facility for Linc Energy shareholders in the near future.”
the pressure is on the Qld and Aust Governments to allow the 20,000 bpd plant to proceed with haste, having regard to sensible environmental issues. Otherwise Linc will move overseas to the detriment of Qld and Aust communities because of royalties, excise tax and lack of fuel security.
Just letting LNG holders know:
On the business channel ( market movers ) they featured LNG briefly, a guest analyst had visited the plant all day Tuesday and mentioned that they are two weeks away from liquids. ( yes rollercoaster ride Calliope )
When asked about a target price for LNG, seemed very positive, "we have held LNG since $0.47 and have been purchasing more stock lately, we have a in house target price."
Not sure why he did not respond to the direct target price question?.
On the business channel ( market movers ) they featured LNG briefly, a guest analyst had visited the plant all day Tuesday and mentioned that they are two weeks away from liquids. ( yes rollercoaster ride Calliope )
When asked about a target price for LNG, seemed very positive, "we have held LNG since $0.47 and have been purchasing more stock lately, we have a in house target price."
Not sure why he did not respond to the direct target price question?.
- Joined
- 2 July 2008
- Posts
- 7,102
- Reactions
- 6
I agree. What Linc has done is taken out insurance against the negativity of politicians and bureaucrats when considering resources development. Much of government dithering is due to the strong influence of lobbyists. Without the entrepeneurs this country would be a basket case. Luckily the Chinese are more interested in progress.
LNC annual report out today.
From MD's report-
"Linc Carbon Solutions
Linc Energy entered into a Memorandum of Understanding (MOU) and then a Joint Venture contract with BioCleanCoal with the
aim of creating a Joint Venture company that can produce a solution to the processing of CO2 (Carbon Dioxide) sources. The
aim is to create a bioreactor which has the ability to absorb CO2 at one end, and to produce oxygen and biomass from the other.
The project name for this unit is the ‘Green Box’. I am pleased to note that the ‘Green Box’ is making good progress and that the
partnership with BioCleanCoal has been going extremely well. Our Linc Energy Project Manager on the ‘Green Box’ is Mariano
Minotti who is the longest serving employee at Linc Energy (other than myself) and is doing an outstanding job ensuring Linc
Energy and its partner have the ability to produce this extraordinarily cost-effective and environmentally friendly diesel in the
future with a very small CO2 footprint. In fact, we will aim to have one of the smallest CO2 footprints in the world. The ‘Green
Box’ will become an exciting business avenue for the Company. I am looking forward to the first ‘Green Box’ demonstration unit
being operational at Chinchilla before the end of 2009.
Outlook
The outlook for the Company is very exciting. Indeed, you would have to say the potential that Linc Energy has is nothing less
than outstanding. Linc Energy has numerous options at its fingertips to progress to our next step of commercialisation. Linc
Energy is currently assessing these options to determine the first and best commercial project. This may be Chinchilla in
Queensland but could just as well be the SAPEX area in South Australia. Successful construction of the commercial UCG to
GTL plant is Linc Energy’s total focus.
Over the coming twelve months, finalising the feasibility and engineering of the commercial plant with the aim of getting to the
point that we can start to break ground in the very near future will be our total aim. In addition to that, the design of the
commercial plant will be completed in such a way that it is basically a ‘cookie-cutter’ enabling easy replication on just about any
site in any location.
With that in mind, driving the significant assets that we have acquired through SAPEX, and indeed how quickly we can
commercialise those assets in South Australia, will be extremely important. They are truly world-class and something that Linc
Energy will be pursuing aggressively.
I look forward to building on these early successes over the coming twelve months with our driving steps towards creating the
first UCG to GTL commercial operation in the world and one that will take Linc Energy to its next level.
Peter Bond
Managing Director"
Some good info there to satisify environmentalists and put pressure on Qld Govt to approve commercial plant of 20,000 bpd in a timely manner.
From MD's report-
"Linc Carbon Solutions
Linc Energy entered into a Memorandum of Understanding (MOU) and then a Joint Venture contract with BioCleanCoal with the
aim of creating a Joint Venture company that can produce a solution to the processing of CO2 (Carbon Dioxide) sources. The
aim is to create a bioreactor which has the ability to absorb CO2 at one end, and to produce oxygen and biomass from the other.
The project name for this unit is the ‘Green Box’. I am pleased to note that the ‘Green Box’ is making good progress and that the
partnership with BioCleanCoal has been going extremely well. Our Linc Energy Project Manager on the ‘Green Box’ is Mariano
Minotti who is the longest serving employee at Linc Energy (other than myself) and is doing an outstanding job ensuring Linc
Energy and its partner have the ability to produce this extraordinarily cost-effective and environmentally friendly diesel in the
future with a very small CO2 footprint. In fact, we will aim to have one of the smallest CO2 footprints in the world. The ‘Green
Box’ will become an exciting business avenue for the Company. I am looking forward to the first ‘Green Box’ demonstration unit
being operational at Chinchilla before the end of 2009.
Outlook
The outlook for the Company is very exciting. Indeed, you would have to say the potential that Linc Energy has is nothing less
than outstanding. Linc Energy has numerous options at its fingertips to progress to our next step of commercialisation. Linc
Energy is currently assessing these options to determine the first and best commercial project. This may be Chinchilla in
Queensland but could just as well be the SAPEX area in South Australia. Successful construction of the commercial UCG to
GTL plant is Linc Energy’s total focus.
Over the coming twelve months, finalising the feasibility and engineering of the commercial plant with the aim of getting to the
point that we can start to break ground in the very near future will be our total aim. In addition to that, the design of the
commercial plant will be completed in such a way that it is basically a ‘cookie-cutter’ enabling easy replication on just about any
site in any location.
With that in mind, driving the significant assets that we have acquired through SAPEX, and indeed how quickly we can
commercialise those assets in South Australia, will be extremely important. They are truly world-class and something that Linc
Energy will be pursuing aggressively.
I look forward to building on these early successes over the coming twelve months with our driving steps towards creating the
first UCG to GTL commercial operation in the world and one that will take Linc Energy to its next level.
Peter Bond
Managing Director"
Some good info there to satisify environmentalists and put pressure on Qld Govt to approve commercial plant of 20,000 bpd in a timely manner.
On 12th September Bluekat wrote
Hope that answers your question 0239666. That should make it no later than 26th September. It will be interesting to see what happens when this lists on the ASX 200. I would appreciate any comments from experienced traders/investors as to their thoughts on LNC's inclusion in the ASX200
Hope that answers your question 0239666. That should make it no later than 26th September. It will be interesting to see what happens when this lists on the ASX 200. I would appreciate any comments from experienced traders/investors as to their thoughts on LNC's inclusion in the ASX200
er blah blah blah...
china will be the biggest investor in the world in green technologys
http://www.telegraph.co.uk/earth/main.jhtml?xml=/earth/2008/09/16/eachina116.xml
china will be the biggest investor in the world in green technologys
http://www.telegraph.co.uk/earth/main.jhtml?xml=/earth/2008/09/16/eachina116.xml
- Joined
- 24 June 2008
- Posts
- 40
- Reactions
- 0
What's your point??
That's all about power!
How do they propose to make those cranes and machinery work on wind??
Need to put diesel in them to make them move.
For those who saw my price before Christmas, no change.
Good buying day today.
Do your own maths on it, market cap after sale goes ahead / number of shares. Then add what you like when they turn on the liquids.
The let them do it in several other countries. Like China!! Or the US!!
