The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Indeed a great piece, Speedy_Gonzalez.
It is good finally to see something made public about DAERA's (in)decision.
Great piece Speedy_Gonzalez & JW does not hold any punches but what is clear is that as I feared there is now an impasse with DAERA something has to give.As predicted I do not see this being resolved this year.
The Men Who Built The Liners ..... BBC 4 Time shift Series ....... for anyone interested in shipbuilding, last nights programme on the Upper Clyde Clyde yards
Tango1 In relation to your 05.07 post I suspect that thesahre price is unlikely to move until the annual report and accounts are published. Even then it is only likely to move if the revenues are better than expected.
It is highly likely that net zero will be reached from a combination of several technologies; this applies to both generation, demand side management and energy /CO2 storage.
Given the operating life of the caverns once created, along with the ability to leach much larger numbers of caverns over time, storage to my mind will encompass methane, hydrogen, methane/ hydrogen blend and carbon dioxide. Possibly compressed air as well?
Tight lines all
The longer the ML is delayed the more cautious we need to be. Next month sees the start of the first Tesla battery storage facility in the UK. Although only a fraction of what is needed to protect the UK from periods of low renewable energy production, it may be looked upon as a substitute to gas storage.
spudtheplumber In relation to your 19.42 post judging by this page from their website https://www.keynvormorlift.co.uk/services. If this job goes well INFA may be able to get more work from them and not just ship repair work.
Tango,yes thats trutrue
That's 2 revenue streams, the market has to wake up soon!
Excellent news !!!
John WoodStatus is onlineJohn Wood• 1stCEO at InfraStrata Plc. H&W (Belfast) Ltd8m • 8 minutes ago
'Good to see our first vessel alongside the Newquay Yard quay in Appledore, looking forward to getting the first vessel up the refurbished slipway.'
https://www.linkedin.com/feed/update/urn:li:activity:6732740852021510144/
Brilliant spud the plumber !!!!!
https://twitter.com/Harland_Wolff1/status/1326957141845041162?s=19
We are delighted to announce that we have welcomed our first client, albeit unexpected, in Appledore- here it is on our Newquay berth.
I reckon this is the vessel (local company)
https://www.keynvormorlift.co.uk/vessels-equipment/sarah-grey
Does anyone with local knowledge know is there any difference between the Appledore Shipyard and the Appledore Port. The latter is shown on VesselFinder but with no ships in port.
https://twitter.com/Harland_Wolff1/status/1326919687695949824?s=19
It was Sun, Sea, Sky
Remember if the star was one of the 3 sisters.....H&W might have done the fit out?!
https://www.marineinsight.com/shipping-news/viking-star-becomes-worlds-first-cruise-ship-equipped-with-covid-19-testing-lab/
Port To Port Podcast
John Wood - The Journey to becoming CEO of Infrastrata, Year 1 of Harland & Wolff and The Future for British Shipbuilding (#1)
'Was good to join Gordon recently on his new podcast talking all things Harland and Wolff, whilst we are all in these Covid times it’s really good to see new initiatives like this coming through'
https://www.linkedin.com/feed/update/urn:li:activity:6732577530114572289/
Edit: I am now showing 'Strong Buy'
Missed this one yesterday. Nice to be in the FT.
https://www.ft.com/content/65e38147-003a-4e2e-ac6d-1e072e1447be
Thanks spud,
I think it is clear that H&W has been split into "mini companies", so break even on dry dock though great is not break even of H&W, probably the reason for the drop today.
I am very encouraged by the bidding and also the effort to get the ML, This is going to be a very valuable company one that I want in my portfolio for a while yet.
Wont stop me adding to my holding tomorrow though Si
Si,apologise there thought it was paid for
"they didn't spend 6 million for no reason"
Bubble, they didn't spend anything. Payments were defered til FID.