We would love to hear your thoughts about our site and services, please take our survey here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Hi JW, AR, Seena, etc
You guys do read this LSE page, don't you ? ? ?
You do ?
Wow, great. . . . . I knew you did, lol ! !
I know you didn't ask for this, but you're gonna get some feedback from me on recent Infa related social media activity.
THANKS ! ! !
Yep, that's it. Thank you !
I'll explain why my thanks. You guys get criticism here for not communicating to us investors as much as we'd like you too. I feel you've previously deserved some of this criticism too. I also feel a lot of it you haven't deserved. Us investors (particularly AIM stock investors) thirst for information but we need to also understand why you can't always provide it. Reasons might be that not every bit of news is RNS-able, and RNS's cost money to put out. There may be commercial sensitivities why you mightn't release details as obviously competitors are also watching what you're doing. There might be client confidentiality involved in that your customers may not want it discussed the works they're having done for various reasons.
The bottom line is we don't get as much info from you guys (as to what's going on) as we'd like to. We (investors) probably never will though in any of our AIM stock companies inc Infa.
Recently however, between JW and H & W, the social media posts have increased. We've seen photos from the various H & W sites, inc, new machinery installed, steel deliveries, this 3 ship announcement, and other updates, etc. Hence my thanks for posting these. Please post LOTS more though is my request. Us investors want to see works being done, activities in the yard and knowledge of what's going on. Posts like this help to instil confidence and reduce ongoing negative speculation.
Please keep the social media info and photties rolling guys, it's very much noticed and appreciated too.
oldtramp ref 14.32 post I take your point but a three ship deal is sufficiently noteworthy as to in my opinion to justify a RNS as it might move the share price. This would especially be the case if it is a contract in the tens of millions.
To be fair to JW if he issues an RNS On every contract the reaction would be soon watered down (quite aware it will not be a popular view ). We are getting daily updates via social media which is far more than quite a few companies i research and i for one really hope it continues. Obviously i want to see the sp rise but very happy with the way things are going.
Have a great weekend all OT
From the INFA twitter feed https://twitter.com/InfraStrata_Plc/status/1426168729663066115 If they have the time to do both a Twitter and a LinkedIn post they should manage a RNS for those brokers who do not read Twitter or LinkedIn Feeds.
Any ship deal is a good one.
A 3 ship deal is a better one.
But as to whether i get too excited about a 3 ship deal, I'd like to see some meat on the bones of what the deal is before i jump up and down. Even if it's not RNS-able what about some more detail to excite us shareholders a little ?
Not being negative, but getting the 3 Viking sisters back for refurbs and getting 3 Stena RoRo's in for an oil change is quite a difference.
Regardless at this stage what the actual work is, well done JW and team for getting another contract confirmed.
Glad I topped up yesterday !!!!!!
oldtramp ref 13.03 post a three ship deal will mean that it is more likely than not that INFA will breakeven at worst this year.
https://www.linkedin.com/in/john-wood-34601247/recent-activity/
Another three vessels confirmed in a three ship deal for Belfast during Q4 this year, it looks like it’s going to be a frantic end to the year.
Interesting Article from cruise industry news, just illustrates the popularity of suitable large dry docks located in Europe at the moment with the Cruise lines. Lets hope the Infa team can translate their current tenant into a large dry dock project .
https://www.cruiseindustrynews.com/cruise-news/25670-drydock-frenzy-as-cruise-lines-restart.html
To see the photos the twitter post is here https://twitter.com/Harland_Wolff1/status/1426082423176146946
Just seen this post https://www.linkedin.com/posts/activity-6831855425328033792-UHNo
JW said in it This week, we received our first sea cargo shipment of materials in Methil for the windturbine jackets project. This follows several deliveries by road.
I note the change from Road deliveries to sea deliveries. Nice photos.
Cheers Stokey for the find and posting it. I've a can Arthur's Black Stuff chilling and and the pouffee waiting for my feet ready to watch it.
Good find Stokey thanks for posting will watch that tonight
TV Choice courtesy of Harland and Wolff Twitter feed https://twitter.com/Harland_Wolff1/status/1425843304986513413 So who will be watching More4 tonight?
This has just come up on my LinkedIn timeline https://www.linkedin.com/posts/seenashah_former-first-sea-lord-joins-board-harland-activity-6831590195167596544-9Oyo
This is great news as we continue to develop our naval shipbuilding and maintenance business. I note the use of the term continue to develop rather than as we develop. Am i reading too much into this?
Harland & WolffHarland & Wolff 16,299 followers 34m • 34 minutes ago
'As we look to steam ahead in naval shipbuilding, we are delighted to see Sir Jonathan Band join the InfraStrata Plc Board. '
https://lnkd.in/eGEe_UqP
https://www.linkedin.com/feed/update/urn:li:activity:6831589970965262336/
Edit: Note the comment 'we look to steam ahead in naval shipbuilding'.
By my calculations they need around 11000 tons of steel so highly likely it is for H&W
I don't know if she's coming in to Methil Port OT or if she's coming to the H & W dock at Methil. I just had a look at vesselfinder website and it's just dropped anchor a short time ago. High tide is 6pm this evening so we may see movement then, (as we seen Beautrident wait for high water before docking).
The Methil quay at H & W can take a second vessel having 2 load out quays, so we're not reliant on Beautrident coming out to let Francisca in.
Good find that TTNY !
Looks like Francisca is next in line to offload at Methil
https://www.vesselfinder.com/?imo=9369306
I have just topped up 8k shares selling some of my biotech shares as I have said - Strong Buy.
Hmm!! Most interesting indeed, TNNY , and well spotted, you avid specialist ship spotter,you !! ...Especially as it's sister ship. Celestine, has been with A&P at Falmouth now for a few weeks .CLdN are certainly spreading their work around the U.K. !
With the Specialist Oil Products Vessel, Whitburn , now alongside Azura today, let's hope for some real activity on the basis that the SS Whitburn may be offloading product from Azura ready for docking and not replenishing ready for a voyage. We have been awating news for Azura for a while now, so fingers crossed.
Methil also is looking good and maybe we can see some photos of the steel on the dockside ready for the brand new welding/steel shaping machine recently acquired from Holland !!
Great find TTNY - Thanks for the post.
PS: Against the trend I am showing 'Strong Buy' & I now have to decide whether to Sell my long term biotech shares on the NASDAQ in my Stock ISA & Buy INFA as the SP has to be near rock bottom.
The Belgium registered 'Victorine', is showing on the Belfast Harbour webpage as coming into BDD on 15th August. It's a RoRo ferry. It's 162 x 25M and comes in at almost 24k tonne.
What i find encouraging is that this appears to be a new customer, a company called CLdN. They have 30+ RoRo ferries. They also state on their website that CLdN Cobelfret operates a fleet of owned and chartered bulk carriers with capacities between 30.000 and 200.000 tons of dead weight. These are mighty big vessels when you think that Beautrident that has just delivered steel to Methil has just over 7k of carrying capacity.
It's always good to see a new customer and even better to see one with a lot of big boats on their books.
And another :
3 hours ago
'Might be a miserable afternoon in H&W (Methil) but the cranes erected and the first vessel is docking full of materials with the TP barrels visible on deck and the hold full.' #construction #renewableenergy #renewablesindustry
https://www.linkedin.com/feed/update/urn:li:activity:6831263481078009856/
Thank you. Good knowledge Oldtramp