The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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With the change in year end will be having interim results next week. If so based on what I have observed from the Belfast Harbour website I am expecting a loss to be posted. That said I am still hopeful of a breakeven at years end. A lot of work appears to have been booked in for Q4.
Would I be correct in my assumption that killik invest on behalf of others ie nominees?
Killik usually invest for others ie nominee accounts.in my understanding.
Thanks for that old tramp.??
Chitta today’s RNS was for major changes to list I believe killick still in at 12.05%
https://www.infrastrataplc.com/investors/significant-shareholders/
Where are killik on the shareholder list ?
Stokey,called tidying up your books ,I note in the rns though that they mention the company H&W Group as being a significant shipbuilding company ...hint hint !!:):)
I am confused about today's RNS. Why is the information only now being published the information is a month old.
HARLAND & WOLFF GROUP HOLDINGS PLC - now official from today.
https://find-and-update.company-information.service.gov.uk/company/06409712
Hi All - I accept that not all of todays Sells are Sells but some are Buys but the SP continues to hold do we have a large Buy order.Any thoughts ?
Link for 1st part of post
https://www.navylookout.com/dry-docking-the-royal-navys-aircraft-carriers-what-are-the-options/
With the risk of being seen as some type of closet researcher I have had a bit of time on my hands this morning and have found a bit more on the dry docking
Rosyth
“ Eleven tugs were needed to make a carefully orchestrated move that could only be done in good visibility and light winds. Although the basin entrance was substantially rebuilt in 2010, there is less than a metre of clearance on either side and just 50cm between the keel and the seabed. All these factors restrict access the facilities in Rosyth to limited periods of opportunity, far from ideal, especially if dry docking is urgent. Every entry and exit at Rosyth will involve a much greater risk of delay or even damage to the ship than almost all the other alternative docks in the UK.”
Also worth noting on chart Belfast is 20m wider and 1.5 m deeper
Then we have the tender
“ Rudders, Shafts and A-brackets, Plummer bearings and shaft removal, Sea Inlet Boxes and Sea Tubes; Complete LR survey of Anchor, chain and cables; Removal and replacement of underwater valves; Inspection and replacement of Cathodic protection systems, ships sensor; Ships Stabiliser deployment, inspection and repair!; Repair of ships underwater paint scheme; Undertake underwater repairs to known defects. In addition to this there will be a requirement to provide a facility for any emergency dockings that may be required”
So it would appear stabilisers have to be deployed
https://ukdefencejournal.org.uk/belfast-and-rosyth-competing-to-drydock-carriers/
Looks like a big oil change Stokey
It is out of service until 9th October!!
https://m.facebook.com/story.php?story_fbid=4413436255410120&id=607950665958717&m_entstream_source=timeline
Thank you oldtramp.
Yes, I did see that also which confirms that BME knows both docks. That said QE has been back to Rosyth in 2019 so I suppose not guaranteed. Still fun trying to find out.
As far as I can see INFA is one big contract/announcement away from a significant change in valuation fortunes and there are many directions from which it can come.
My very best wishes to you also.
Thanks BBN I have been following your posts on Twitter kudos too you.
You might like to add this on BME
https://www.bmeservicesltd.co.uk/case-studies/item/66-stena-superfast-ferry-decks-blastrac-shipping
Good luck in your investment OT
Here's the direct link for those that don't use Twitter.
https://www.bmeservicesltd.co.uk/case-studies/item/64-queen-elizabeth-aircraft-carrier-blastrac-mod
Hi there Oldtramp,
I don't tend to frequent these BBs anymore but I am in admiration of the efforts that a few of you guys are making to get into the detail on INFA. Long may it continue.
Your efforts are particularly inspiring and whilst it may well be known already I offer this add on to your latest.
That BME should know about Rosyth seeing as his company worked on the QE aircraft carrier in that very yard. Interesting times at INFA for sure.
https://twitter.com/BigBiteNow/status/1440626960195993615?s=20
Just shown up on Belfast Harbour website tomorrow lunchtime European Causeway is docking in BDD. I recall somebody say it is coming in for an oil change. It is not showing as leaving within the next seven days but that can change.
Found this in regards to carrier dry docking contract obviously I don’t know if it is correct
Robert Girvin
Senior Coatings Coordinator at BME Services Ltd
The stabilisers cannot be opened in dry dock in Rosyth, but can in Belfast, should be a no brainer.
https://www.linkedin.com/feed/update/activity:6838107856194043904
It looks like JW is taking to social media to press the case this from LinkedIn this morning https://www.linkedin.com/posts/activity-6846341628538441728-w3sP The text of the post is 'Our gas storage project remains shovel ready, a solution to the energy crisis in the uk. A project that has been left waiting for a final approval whilst secrurity of supply deteriorates year on year #security #securityofsupply #energycrisis #gas #poweroutage #hydrogen' It also has an animation from two years ago showing what the project will look like.
oldtramp ref 09.15 post I could not see any yellow on the cars in the photos accompanying the story so I presume we are talking about specks. Looks like Kaefer are paying for the cars to be cleaned so I suppose they are accepting liability.
Painting the town yellow
https://www.thecourier.co.uk/fp/news/fife/2592686/anger-as-cars-across-methil-are-splattered-with-yellow-paint-during-harland-wolff-repaint/
Well Kaefer did....seems a big company to use for a paint job.
https://www.kaefer.com/Marine-Industry.html
Apart from Cammel Laird who are the other bidders?
Sorry my mistake, still a load of nothing
I'm well aware of that Stokey. I'm speaking in generalities of the powers that be..........thanks.