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With the Covid restrictions still in place I'd imagine this physical roadshow at H & W isn't proceeding. Maybe I've just missed it but I haven't seen it posted anywhere that this is the case though.
Has there been any communication from Infa on this or have they announced any plan to do this roadshow online, similar to the Zoom one they done in November ?
There is also a lot of silt buildup all up the estuary including around the yard itself.
Don't get many large vessles. TBH
Not read the tweets but yes there is a huge sand bar at the mouth of the Taw / Torridge which limits when vessles can exit and enter the estuary and I guess the draught of any vessle wanting to use it. It used to be dredged quite regulary back a while. Hence the sand yard that seperates the two parts of the ship yard. Not sure if they still do as part of that area is now a SSSI.
It would be nice and informative to know actually how many enquiries have been converted to contracts since the last announced in December 2019 irrespective if the BOD thinks material or not.
Interesting march coming I think
Some great recent pictures on this Facebook page, and hints of work to come
Hi, should be of interest hopefully
https://www.hellenicshippingnews.com/uk-government-shipbuilding-tsar-confirmed-as-keynote-speaker-for-society-of-maritime-industries-conference/
https://www.hellenicshippingnews.com/uk-government-shipbuilding-tsar-confirmed-as-keynote-speaker-for-society-of-maritime-industries-conference/
Lottie,not got there yet but maybe this afternoon
Morning Tango...
I am suspecting it's delayed for a reason and not primarily due to any environmental concerns..The concerns have all been addressed if JW is to be believed.
Decent buys with no price movement tells you one thing, more than ample supply. Currently at an impasse. If we go 41p bid, it would suggest supply may be done for now and further gains in short term. If we go 40p offered, supply is still huge and the now hugely important support of 37p will be threatened.
Decent buys atm
I often feel that the ML is something we need to get out the way. Give it or don't. I am fairly new here and I bought for the new businesses.
We all know the ML decision is this month..and I guess many are on the sidelines waiting for an outcome.
There was an interesting comment on JW's linked-in post regarding Dredging, so may not be deep enough for some vessels and maybe the reason for Barges being the first jobs at Appledore?
The time it is taking DAERA to make a decision or form an opinion must be sending alarm bells for any potential foreign investor considering NI to start a business, Not a very good impression for the Foreign Business community. AIMHO
Some Infrastrata budget takeaways:A new national infrastructure bank will open in Leeds with £12bn capitalisation from the government.It’s expected to support at least £40bn of total investment in infrastructureGreen projects will be supported through a green recovery bond. ( not a lot of detail yet) The Treasury will reform the Bank of England’s mandate to include targeting net zero emissions, in addition to the existing 2% inflation target.In line with the Government’s focus on an ‘investment-led recovery’, the Chancellor also announced a temporary 130% upfront capital allowances super deduction for investment in plant and machinery. The new freeports will be a truly UK-wide policy – and said the Government will work constructively with the Scottish, Welsh and Northern Irish administrations.JW right to focus on HW imv.
It could be Gresham House selling what remains of their holdings. The semi permanent presence of a seller has really kept the lid on prices recently; indeed the exit of GH a previous 5% holder has led us lower about 6-8p. Once they are done I’m optimistic for the SP to recover even without big news.
Not clear if this might generate work for Appledore?
https://www.bournemouthecho.co.uk/news/19131630.poole-get-shipping-route-morocco-bypass-brexit-hold-ups/
I would suggest they may be put throughs. When a broker is working a large order, he will work it in the market but also be attempting to find the opposite side to the trade. If he is successful in finding a customer willing to be the other side of the trade, he will often do a put through, affectively crossing the stock on the market. We will have to wait for the opening to see how the broker was left on balance eg seller or buyer over.
Government backed loans makes financing a lot easier.
Big buys after close
John wood tweeted on election night indirectly saying the Conservative government would be very good for infa or that's how I interpreted it.I wonder how much of that 12 billion infastructure funding we will be able to access.Gas caverns .wind farm turbines .regasification vessels.Maybe time for some actual contract news coming which will be a welcome change from dilution.
Just been on the Belfast Harbour and the above ship is showing as due in to the Building Dock on the 6 March.
Stokey12 Yes, that is what he said. For me the contract could be immaterial, but the fact that Appedore is open is not immaterial.
Loosegoose In relation to your 14.24 post I note he has ruled out an RNS as it is not a material contract.
From John Wood on LinkedIn
https://www.linkedin.com/posts/activity-6772825960866701312-7Atr