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I remember you saying something similar a while back. It bugged me at the time but I kept quiet. Just looked it up.
From 6th May, " I hope he hasn’t got all his eyes on those new women he appointed."
I think you might be the one with the problem Cap not JW.
Jeeze, can't believe that 4 individuals ticked this misogynistic carp up.
Si(gh)
You've got to hand it to the NI govt for its utter incompetence at decision making. Quite how they've managed to drag the IM decision out this long defies any logic. You'd think Infrastrata were wanting to build great big eyesores in the middle of Belfast as opposed to "underground storage" out in the middle of nowhere.
If this is anywhere close to the norm, you can see why the N Irish govt is so desperate for the English taxpayer to keep on sending them money to keep their economy afloat, as private investment is clearly not what they're looking to attract.
SP is becoming too good to be true for long. Have just added a few.
ThisTimeNextYeer In relation to your 12.32 post I am inclined to the view that the slide that showed business opportunities over the next 18 months is one of the slides they did not want to put in the public domain. Also they were a bit more forthcoming in answering questions submitted in advance than was possibly wise.
Unfortunately I didn't get to see the Investor Roadshow and kicking myself now that i didn't.
I know what Infa have said on why the roadshow was withdrawn from viewing, but what are the theories on why it was withdrawn ?
Has JW or AR give more info or hinted on something than they maybe shouldn't have ? Maybe it's info a customer is not happy with, maybe something that might give commercial advantage to competitors, maybe something that wasn't factually as accurate as it could have been, maybe something they're still working on but haven't yet closed, maybe info on MOD work that Boris is happy with ?
Sorry with all my above 'maybes', but what's the 'word on the street' in investor circles on it ?
Also. . . . Can i do a shout out to Lottie plz ? What's your thoughts on this being shorted and the possible outcomes if it is being majorly shorted ? Tia Lotts for anything you can share with us from your markets experience.
"They'd" like nothing better if this shakedown of retail investors clears some of us out of their hair. The shorting continues. Why would retail investors be selling at these levels in a manner (i.e. sufficient volume) that drives the SP down further? It seems somewhat suspicious to me.
Still no news on the corrupted investor roadshow presentation. Were the slides on powerpoint corrupted as well? Read into that what you will.
Specsavers job (again) apologies.
Gotta keep up the pretence for the politicians.
Nigel,
77969 buy showing at 10.30?
77969 buy not printed yet...dark pool?
Saw this on the H&W LinkedIn feed https://www.linkedin.com/feed/update/urn:li:activity:6805781756533448704/ Careers day at Methil.
Calling the inflexion point, missed the sweet spot myself but that's investing. It is imo now the case that we would be very unlucky if no substantial contract wins are announced over the next 2-3 months given the recent RNS and 'mood music' in the non released presentation...added substantial qty today.
Uncertainty though still exists!
Pokerchips,
Clearly, I am a masochist (so I am in clover today!).
I have been hoping that the granting of the marine licence (which looks less and less likely with each passing day) would give a bump to the share price, enabling me to get out at evens. With the way that things are "progressing", even the ML will see me way down.
A bigger white elephant, or rather small herd of white elephants, I have never seen. Still something left in the tank for Christmas bonuses though!
Hi All - I was looking at the SP this morning and wondering 'what the hell' is happening to the SP & then saw all the Buys pure manipulation as I see it. I just hope we get some good news soon.Rant over.
Yes, we all do Si.
Perhaps you should have listened. Nice RNS over there.
Well that's cool, i've just learnt that the US Military use Ro-Ro ferries and that 251 normal cars is equal to 152 hummers.
Cheers, TTNY. :)
Nice pics.
Aware of the link with JW, H&W and the SS Canberra, Stokey.
I wasn't suggesting this to be on the cards, in the slightest. Just that everyone had gone off at a tangent to Tilly's post.
That was all. :)
But, as regards your point about such a hypothetical offer. What JW (or the BoD) sees as fair value could be way different to anything shareholders do. Been shafted with other stocks in the past when similar situations have arisen.
To the shock of LTH's at the time.
Anyhoo, don't personally see such a thing happening. bwtfdik, hey. ;)
Si_Derman In relation to your 18.43 post You are right about Tilly's point but you have to remember that JW has a personal connection with H&W so is unlikely to accept a takeover offer at anything less than what he determines is fair value even if he was offered a place on the board.
Nothing showing on ShortTracker+ as regards Infa. tbh
According to the FCA, regarding the new Short Selling Regulations, "...from 1 February 2021 the notification threshold for issued share capital of a company that has shares admitted to trading on a UK trading venue (UK Regulated Market and UK MTF) is 0.1%."
Previously 0.2%.
Agree though, something is not right. Found it very odd that it went down so quickly after the 26m contract.
Btw, what's with Killick? Up, down, up, in, out....? (See after hours RNS)
I think your missing the point that I think Tilly was making.
It had nothing to with Infa's capability, or Sirius's for that matter, of raising or not raising funds.
If there was a low ball offer, would JW keep his job with a new owner.
Hypothetically speaking, that is.
Stokey12 I was probably not making myself clear but my intention was to state if the price was driven lower eg to 20p a lot of shareholders might take up an offer to sell at eg 40p. I agree that is considerably less than what most of us think the company should be or could be worth but that is how some of the money folks do business to acquire assets on the cheap
Well spotted Stokey.
Dublin Swift (previously WestPac Express) was in H & W back in 2018 so the lads will be well familiar with her, having refurbed it to a passenger ferry back then.
I've attached an article with some great pics of it in drydock.
https://www.niferry.co.uk/dublin-swift-ex-westpac-express-update/
Nice spot Stokey12. Is this the first vessel to H&W owned by Irish Ferries which is a division of the Irish Continental Group? I think we could well have a new customer.
BlairPeach
You clearly have a very negative view at present , no doubt as a result of sitting on a paper loss at present ...but..if you want to engage with posters ..please don't post in that manner again...it will get you NO WHERE .. if you are so negative why on earth don't you sell your shares and look to make your financial recovery elsewhere, in what is a rising market at present in a number of areas ?
My point being that Sirius had very difficult problems trying to obtain further finance ...Infra has however on previous occasions been able to obtain loans held against assets ( not cheap,admittedly) ...and convertible to shares should the loan default ..the BOD also mentioned that their next preference was to obtain a loan rather than further share dilution
I very much believe that further contracts will come from Saipem , in the near future....given the investment going on there ..which will also assist in the financial credibility ...
"We are delighted to have entered into this contract with Saipem and I believe that this contract paves the way for the execution and delivery of future fabrication contracts, a significant number of which are currently in advanced negotiations. "
You are also talking about MUCH BIGGER finance needed at Sirius than any loan required at Infra ...they were looking at a £400 million junk bond, and £230m needed to keep thing going.....and a spending need to get the mine up and running ...in the billions of Dollars !
Here , we are talking about loans on a much,much smaller scale and not all needed at once....a loan may even be backed against further revenue from a project contract etc
A very different ball game
According to the Belfast Harbour website The Irish Ferries owned Dublin Swift is scheduled into the Building Dock on the 5 June. I will update when I have more info on length of visit which will not be before 5 June.