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Whilst I agree with Mary in the fact that this is an investment and must be seen as a mid term investment ....it sure isn't easy when you feel you have to risk more capital in another placing.....it does begin to feel like being part of a poker game to which you have to throw in more money or be left behind...and even then you still have uncertainty about the probability of being to take anything out from the poker pot
That sense of added risk with added capital is fully understandable
I think there has generally been a good discussion on where things stand at this point ..and both sides of the coin displayed.... very worthwhile I think to ensure you don't get blinded to other particular outcomes than your own belief...
I think the current placing will be worthwhile and I don't see any short term share price movement down being an issue ...if...you believe the placing is for positive growth reasons...
There "appears" to be more positive news due in the short term , if things go the right way.....so....the probability of moving in the right direction looks more likely than not....overall...
My personal concern if any ..is that they currently have a lot of fingers in many pies and the question is whether they are over-stretching themselves and trying to keep too many plates spinning at once..each requiring time and money of course
See what the investor event brings....although .I cant see them announcing any market sensitive information that hasn't already been put out to the market
Spud etc - it is the same messages of blind hope for the past 5 years. Raise equity, dilute existing shareholders, spend the cash on management, share price falls ..raise equity, dilute shareholders, spend cash on management, share price falls, ... come to the US and the oil rigs of Dallas to make money.
Opinions on both the bull and bear case for Infa are greatly welcome. As an ex Infa TR1 holder myself I have been looking back in here of late after having sold most of my holding just over 2yrs ago, thankfully at a profit. And the reason for this was simple. The draft marine licence. Back then I could see the long drawn out process playing out with delay after delay, in part because of the local 'protesters' annoying as they were but very organised and focused, the prospect of public consultations and knowing how slow the process in N.I moves. That being said a decision on a possible granting of a full ML is imo very close. Edwin Poots I would hope is a least partially supportive of the project and the benefits economically and environmentally it will bring. Let's make no mistake however. With 2yrs having passed IF the bod of Infa had not made the bold move to acquire initially H&W and Appledore to branch out with other sources of income we'd currently be facing 2 scenarios. 1. The company's shares would have still been diluted and diluted just to keep the lights and basing the whole future of the company on a ML that may or may not be granted would have been EXTREMELY risky. I think just before the first acquisition of H&W there were around 3.8B shares in issue? (equivalent to 38M shares today) 2. Potential wind down of the company with little or no return to shareholders ( less likely but still possible ) It is very likely by now if Infa were still a one trick pony as a conservative estimate there would probably be at least 60-70M shares in issue with 100-1 consolidation but nothing else to show for it. H&W was acquired cheaply while in administration. Appledore acquired on the cheap too. Both strategic acquisitions. BUT this was only the beginning. You can't start to win major contracts for shipbuilding before 1, the sites are both fully refurbished, brought up to date with new machinery and 2, have the personnel in place ready to go. No point at all trying to win a large shipbuilding contract at say the beginning of this year and then saying during discussions "well we will be ready in 6 months to begin construction of a vessel but give us the contract now please". So frustrating as it is, it's taken time to get the yards into shape to deal with the demands of 21st century shipbuilding and fabrication. So yes we will now have roughly double the shares in issue than if we had just remained as a one trick pony with the gas storage project but at least we have something to show for it and now huge potential for massive revenue growth and actual profit hopefully in a very short time scale now. If both the H&W take off AND we get the ML as a bonus then we're onto a winner. There is ONE thing and ONE thing only I am critical of here and it's those bonuses JW and AR have received. They are far too high at a stage where the company is not yet in profit and does smack in the face of the last 2 raises. Having sai
Started last year around 30p 35p bought sold dodged and trimmed. Anyone could have done the same. No point in sitting still when the price is volatile.
LT holders as i said I feel your pain. Had plenty in Marconi Ferranti and Energis Colt and others over the years. opportunity to average down at least if you have faith, if not take a hit against other gains.
Avyererdowt - your points are all valid.
Point 10. Always average down your average cost from 100% towards zero and beyond then the investment has protected your capital.
I reduce on all spikes and rebuy back lower when the spike settles.
I do not always get it right but most prices retrace - spikes or crashes.
Mary, just a quickie, 1. This board is still fun and informative.2. Everyone is entitled to their opinion here. 3. Any company that raises 10m and watches it’s sp drop by 30% in a matter of hours is going to get a bit of grief. 4. Especially so when the directors have paid themselves 7 figure bonuses and still produce losses and more missed targets ( even if they are out of their hands. 5. For LTHs, the company has changed out of all recognition, and not all are comfortable with that. 6. Speedy was an LTH, always positive until of late. His unwinding here is to lamented as he was a part of the informative and interesting board! 7. I think ‘whining’ does help as it releases frustrations and allows one to discuss them here on the board. 8. I don’t think that it’s helpful to have the rose tints permanently in the frames as this can’t produce a balanced view. There’s good and bad bits in every company I’m sure. 9. There, look, weekends are for having a laugh, look what you made me do. :)). 10. I tried to think of a 10, but couldn’t. Enjoy your sunshine, lucky Mary, it’s a bit cloudy here, not cold, just cloudy. Lol:)))
This board used to be both informative and interesting and yes I do understand why LT shareholders are unhappy. That said to me it seems that a lot of Johnny come lately investors are spinning like tops as they have not made a fast buck.
No investment is a guaranteed winner. But then one should have a balanced portfolio able to ride out the peaks and troughs. Not all eggs in one basket.
The price will rise and fall as it is sentiment driven. Ask yourself why you invested.
Was it a pure gamble? If so then some you win some you lose and take the hit is you are uncomfortable with paper losses.
Was it a speculative investment as you liked the story? I f so the story is largely unchanged. MLs were never 100 % certain. NI civil service moves slowly but will get there sometime and hurdles will be overcome.
For me, there are plenty of irons in the fire here and as news flow improves there will be spikes to improve averages which is always prudent to do.
All share prices fluctuate, daily and eventually reverse. Be patient.
Decide if you want to holdem, foldem walk or run away.
But whining here, will not help anyone.
Mine are in my bottom drawer and I can see the sunshine on the H&W cranes from here today.
Nostalgia for me, but INFA is like any investment. You pay your money and take your chances.
Just a view, no H8rs please. Not a recommendation. DYOR