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Per annum potential at 80% capacity*
And regards to doing your research not only on the company.
Infas flagship project was island Magee and we didn’t have the ship and wind side of things then - have you all considered that the 4 docks have 500mil revenues per annum
While there’s a 22bn ship building budget and that we’re currently in tender for a 1.5bn contract - with boris Johnson speaking about a ship building reconnaissance
Harland and Wolff meet more than of half of the governments 10 point plan
We’re also a gas crisis - https://www.bbc.co.uk/news/uk-northern-ireland-58979590
Someone in here corrected me in saying island Magee will generate 75mil per annum for 60 years
I don’t understand the conservation here but also don’t mind at all - harls a completely different company to what infa was
Now*
I’m approaching 100 hours of research
Simple questions - after the ML - are we not in the strongest position in 52wks and also open to restart funding negations
https://www.harland-wolff.com/news/infrastrata-ceo-confirms-6-parties-interested-in-offtake-agreements/
Vitol previous signed the term sheet before ML issues
https://en.m.wikipedia.org/wiki/Vitol
Im not joining you as an investor in this company as I see the same upside potential as hopefully you do.
Very comfortable with my research that from the current 33mil mcap if even 20% capacity comes from the ship side that 125mil revenues per annum - https://www.linkedin.com/posts/activity-6856970343689527296-ca8q. We’re clearly open for business
Excluding island Magee and the rest - if LTHs don’t agree we’re undervalued and at a major turning point then I don’t understand why your invested.
Have seen this MO before and did a bit of digging. Rather than engage and get more regurgitation I put it in the iggy bin to save the board desending into a bun fight.
As I said the other day, sometimes it pays to DYOR. And not just in the company.
Only another 18 more days of the same. lol
Only with lots of green boxes, unfortunately.
Today the Prime Minister announced an extra £16.5bn in defence spending – the biggest investment programme in British defence since the end of the Cold War. He set out his vision to position Britain as the “foremost naval power in Europe” and by doing this enabling the “renaissance of British shipbuilding”, in particular noting the two Harland & Wolff shipyards in Belfast and Appledore, respectively, amongst others.
“We very much welcome the Prime Minister’s announcement today to increase defence spending. This builds on yesterday’s Ten Point Plan announcement, much of which will directly benefit InfraStrata, since our group, as it currently stands, spans at least half of the Prime Minister’s ten points.”
“When we acquired both the Belfast and Appledore shipyards, we set out a vision to unlock the potential of these two critical and strategic facilities. The Harland & Wolff Group is determined to making the most of this increased defence budget and commitment to UK naval power. It is clear from today’s announcement that there will be substantial packages of work available, with an additional eight Type 26 and five Type 31 vessels being confirmed in addition to Type 32 and other research vessels”
Harland & Wolff is well in the running for the Fleet Solid Support Warship programme worth circa £1.5bn. Its reclassification as a warship means that the programme has to be led by a British shipyard with a “significant proportion of the build and assembly work to be carried out in the UK”. As a significant stakeholder in Team Resolute, Harland & Wolff, unlike the current duopoly of defence primes, has the capacity and capability to deliver on this programme on time (or ahead of time) and on budget. Whilst we are friendly disruptors, we will continue to work alongside our competitors to secure the best outcome for British shipbuilding and future generations of school and university leavers.
“We saw the commitment this government and this Prime Minister has to reviving proper British shipbuilding when he visited our Appledore shipyard in August. We look forward to working with government on both defence and the Green Industrial Revolution in order to secure the future of our two shipyards, become the centre of excellence for renewable energy fabrication in the UK and build a portfolio of profitable domestic and export oriented contracts.”
It’s now a 22bn budget - https://www.harland-wolff.com/news/pm-announces-largest-military-investment-in-30-years-a-comment-from-john-wood/
The facts ramp themselfs and we have every reason to be excited - we’re at a bottom and after the ML we’re never see these prices again
The Company has, over the past 18 months, proceeded through various phases which have included, the acquisition of assets, significant upgrades to all its facilities, the introduction of state-of-the-art technology and has simultaneously established a substantial sales pipeline.
The Company is now at its final stage of full reactivation of all its yards, which involves building a multi-year backlog for its facilities across its five key markets: defence, cruise and ferry, commercial, renewables and energy. The Company believes that this change of name will better reflect its ambition in expanding its core business and the significant development of its shipbuilding and fabrication activities.
The Company's flagship Islandmagee gas storage project will retain its name, with management remaining focused on obtaining the Marine Construction Licence and Final Investment Decision (FID) thereafter. Whilst the project now has substantially more life expectancy with the need for major volumes of hydrogen storage (subject to regulatory approvals) it is a relatively straightforward technical change to make in a phased approach as the project transitions from gas to hydrogen over time.
John Wood, CEO of InfraStrata plc commented on today's announcement: "We are delighted to make this announcement today, signalling the end of upgrade and reactivation phases. With the new national shipbuilding strategy due to be released in the autumn and the government's 10-point plan for a Green Industrial Revolution, we have confidence that the shipbuilding and fabrication business will deliver substantial value to all our stakeholders as we enter this exciting new stage of building our multiyear backlog of projects.
Since acquiring Harland & Wolff in December 2019, we have seen the organisation grow significantly; in August 2020 we reopened what is now known as Harland & Wolff (Appledore) and in February 2021, we acquired two ex-BiFab sites based in Scotland - now renamed Harland & Wolff (Arnish) and Harland & Wolff (Methil) respectively giving us one of the largest fabrication footprints dedicated to our core markets, in addition to two of the largest drydocks in Europe which at 80% capacity could give sales of in excess of £500m per annum when operational efficiencies have been achieved.
In 2019 we were only about island Magee - which 65mil was spent on the FEED I found yesterday in a 2019 presentation delivered on time and under budget
Now we have the ship build side and have started generating revenue - figures quoted about
I hate the word ramping - all of infastratas history always about IM - after the ml we’re back to funding negations
https://youtu.be/bgThyc6Y6QU Old video but this is when we was about to sign with vitol - until ML issues - in 18 days we will have no more issues - and then we only island Magee, now we have the ship side and the wind side -
The name change is well timed as Harland is a completely different company to
WiseInvestor23 ref 07.16 post I am sure Adam Ezzamel would enjoy the promotion but while his visit is noteworthy he is only the project director so he is likely to have a say in any contract award.
Wise investor,
Whilst I like your positivity, for me you are straying well into serious ramping territory!!!
I also found yesterday 65million was spent on island Magees FEED study -
Excluding all of Harlands infrastructure on the ship and wind side of things
Strongest position in the last 24 months and currently undervalued
With 500mil per annum capacity for the ship side of things alone - after the ML license is granted, breaking the 52 weeks highs is the first target and that would still be cheap
Multibagger Wiseinvester imho med /long term providing there's no dilution
Morning all
18 days away from received our ML license - then we’re on to funding discussions many multiples of our current Mcap to fund island Magee to revenues for decades. A solution to the current gas crisis - https://www.bbc.co.uk/news/uk-northern-ireland-58979590
https://www.linkedin.com/posts/islandmagee-energy_hydrogeneconomy-hydrogen-hydrogeni-activity-6856891040973103104-Ln94
https://www.linkedin.com/posts/activity-6856970343689527296-ca8q
All docks and reactivated and we’re generating revenues from large ships like the above
First UK defence contract due
CEO of a 3bn+ wind company visiting this week
https://www.linkedin.com/feed/update/urn:li:activity:6856560607924146176/