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Stokey, won't stop them from announcing shipbuilding news in budget though along with infrastructure /environmental projects ,there is certainly something going on in the bay near Barrow though and Heysham
I have just seen the planned business in the Commons for the next two weeks and it looks like if the Integrated Review is going to be published this month as promised it will be between the 11 - 25 March. It cannot be after the 25 as the Commons rises for the Easter Recess.
Chitta123 In relation to your 11.02 post I think you are right I recall someone saying something about a suggestion of a tunnel linking Scotland and Northern Ireland may be in the area. If that is correct then it may be that the delay was to firm up the plans. Does INFA own the land where the caverns will be built if so then I can forsee a situation where iNFA gives a license in respect of the land for the tunnel in exchange for permission to build the caverns.
If the gas caverns go ahead infa will have to make provision to manufacture the necessary infastructure etc for the caverns.It's also only an opinion but I think the gas caverns are very much interconnected with other matters going on and hence the delay in the marine licence.In my view it's ridiculous to believe that the ML delay is totally related to objectors and environmental issues.DAERA would have been back to infa with conditions that would have to be addressed ie a dialogue ,which I doubt has happened or why a need to threaten with a barrister.Infa has kept things from us and is still doing so which I understand maybe necessary due to sensitivity.I speculate that the ML is not just dependent on whether it is safe to offload brine into the sea.
Tango1 In relation to your 10.18 post I do not think there is any connection with the ML decision and the lack of contract RNSs. I think that the lack of RNSs has more to do with JW not wanting his competitors to know how well INFA is doing. At the moment it can only be inferred how INFA is doing but if you have a series of announcements of contracts then the competitors as well as shareholders know how well INFA is doing.
Stokey12- I am beginning to think no contracts will be disclosed until the ML decision, Could it be detrimental to the ML decision if it was seen that INFA was getting contracts? A s I am sure it would be a concern if no work was coming and the NI gov could change it by issuing the ML.... There is something in play here.
While as Tango1 said yesterday there has not been a contract RNS since December 2019 it does not mean there have been no contracts since then. In fact it is quite clear that the reverse is true and there have been contracts. As an example the Celtic Explorer was in the dry dock over December/January. Bearing in mind who the owners are they would not have been paying for the works unless there was a contract in place. Also Stena Line has had a number of its ships in dry dock or in the ship repair quay frequently over the last year so there must be some kind of agreement in place.
The question is whether we should have had an RNS for any of these contracts. An RNS is only needed if the news would be capable of moving the share price. It is therefore only significant contracts that need a RNS. As to which contracts are significant that is a matter of judgement. If the report in the Devonlive from earlier this week that a vessel has been ordered from Appledore is correct then I would have thought that it would justify an RNS. Aside from that I would only expect contracts in excess of £10m to warrant an RNS.
The thing is ,everthing is pointing to infrastrata establishing a huge diversified company and if everything materialises this share price will multibagg imho ,what a great time to be invested so early ,I just hope they don't start consolidating as they expand the company leaving us holders short
Thanks Stokey, My stop loss will not let me wait till late April !! I have already extended it due to AIM however will review end march by when we should of received a decision re islandM and maybe some new contract news, if none of that has happened the sp could be 28/29 based on current fall.
I’ve seen this pattern countless times where the share price drifts away day after day and then big news drops and the share price not only recovers but surges well ahead and this is what i believe will happen here.
Things should be a lot clearer on budget day as to where we are heading.
I would say that John Hall always looks like the cat that has got the cream and it is just a matter of time before we see a massive rise here.
Roly, you could tweet JW and ask him to put some of the extremely generous remuneration he paid himself to good use. IE, buy 300k worth of Infa shares on open market. That will definitely send the right signal. Ah and no more placings
roly12 In relation to your 18.25 post there is unlikely to be any one reason. In all probability it is probably a mixture of lack of news, general market sentiment and some heavy selling. There have been somedays when you have a single trade equivalent to 1% of the company. My personal view is there is no need to worry at present but if we reach the end of April and it is still going down then it may be time to get concerned.