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"What does TDF stand for?"
😂😂 it stands for the last account, alongside the other 2-3 others that were banned. You know exactly what it stands for.... "The DogFarther" ( spelt with an R, oddly enough)
Going to leave this chat board for a little bit until some proper news drops. All this upheaval discussion has been premature by 6 weeks and has added nothing but rancour i.m.o. so back "hopefully" sooner rather than later..
Ipitythefool. It's just my opinion, but I really think that we are so close now. If IM doesn't cause a massively positive re-rate, then Falkland's Floating Dock Contract will. And then there's the long-awaited Re-financing deal!?!
I wish you well.
FG
"Finance deal will probably land tomorrow knowing my luck."
Tomorrow, next week, next month you are going to feel the same regardless of when it comes. You only called it right if the deal doesn't come. Good luck.
I don't think many agree with the ferry side of the business, to me it is also poor timing with the finances as they are. But it's a tiny part of the overall business so the costs shouldn't be that high. The freight business there should be profitable to offset some of that.
Thanks FG.
I'm out. I wish all those who remain the best of luck. The ferry business is not core and it's a huge distraction and potential time/cash sink. I managed to avoid the dilution last time in the INFA days but really thought this was the time, but I've not been impressed by JWs strategic decision making. Given finances many of them seem reckless. Finance deal will probably land tomorrow knowing my luck.
Hi TDF. This is the link to the presentation. The relevant comment is made from 1 hour 1 min and 20 seconds.
https://www.investormeetcompany.com/meetings/interim-results-211
Hope the presentation widens your knowledge of the company!!!
ATB, FG
Just extracting the Micheal... Stokey
Soon be Sunday and then you can give your brain rest.
;)
Si_Derman ref 08.45 post In my defence it was forgetfulness on my part.
FG, would you be so kind as to post a link to what you consider to be The Last Presentation.
TDF. I think Arun hinted strongly at it being H1 2024 in the last presentation, way back when. But methinks you already know this!
It was in response to Chrisatrdg's question, was it not?
ATB, FG
Hello Mr Gump. Not sure what TDF stands for. Is it The Definitive Forecaster. Could you please post the link to Arun saying that Finance would be concluded during H1 2024. ATB.
I see yet again you are posting information without providing any link. ;)
https://media.licdn.com/dms/image/D4D22AQGleXAmORPEjw/feedshare-shrink_2048_1536/0/1715198390686?e=2147483647&v=beta&t=n4FvRpegOfrTbbRq7oKBBu10YB1L1OGMQ_Ob53ooRoQ
Just seen this on LinkedIn
Alexandru Călin 3rd Shipyard Logistics Professional
David and Goliath working together to finish strong the beautiful Islander of MargaritavilleatSea
Many thanks to our team for the work done until now to make this project successful.
More work to come in the next 2 weeks as we entered in the final stage.
#Margaritavilleatseaislander .
#3PL #Eric #Coach #Cristian #Ville #Tai #Filipe
Hi TDF. Didn't Arun say that Refinancing wouldn't be concluded before approx. H1 2024?
Hopefully, Sir John isn't waiting on lower interest rates because they ain't coming anytime soon!
ATB, Ickey
Stokey, as usual has made a good point. As they say the proof of the pudding etc. Best plan would be to wait until the begging of June. If no finance deal in place then vote for a motion to be put forward at the AGM for a no confidence vote in Arun.
This from the webiniar after last years agm.
"Michael asks when will you get back to giving consistent quarterly trading updates?
that's uh that's a good one well actually missed Michael today because he wasn't at the AGM he's always you at the
AGM uh he wasn't there today so I thought he might appear someplace he's asking questions live instead
absolutely absolutely we've got no intention of going back to quarterly trading updates in the short term
um half yearly is where we'll uh where we'll stick up okay sorry Michael that's a firm no okay"
So amusing that you think he would care about shareholders views. Too thick skinned, by his own admission.
Are you getting that eejit AP back to organise another coup? This is all a bit deja vu. lol
Just read this article https://www.lexology.com/library/detail.aspx?g=6ad108d1-6380-4f13-bca0-f0da8658a4ca&utm_source=Lexology+Daily+Newsfeed&utm_medium=HTML+email&utm_campaign=Lexology+subscriber+daily+feed&utm_content=Lexology+Daily+Newsfeed+2024-05-09&utm_term= I do not believe that the MoD is currently looking at the use of MASS (see the article for the definition). This might be a possible revenue stream working with Artemis to produce autonomous vessels for the MoD.
Findingtheta ref 06.36 post I agree that the wait for financial results inJune and September can be made every year. However, to date there has not been a shot across the bows that I am aware of so an organised protest vote that gives a jolt at the AGM would serve as a warning. If after such a warning JW does not change and start to better articulate what is happening then next year I cannot see why a vote to remove should not be made.
This article refers to a change in the US with regards to changes to export rules relating to defence equipment. It may be of assistance if HARL ever needs to import equipment from the US. https://www.lexology.com/library/detail.aspx?g=163d397e-a58e-4985-838b-70bd9068c624&utm_source=Lexology+Daily+Newsfeed&utm_medium=HTML+email+-+Body+-+General+section&utm_campaign=Lexology+subscriber+daily+feed&utm_content=Lexology+Daily+Newsfeed+2024-05-09&utm_term=
Has left Santander. Next stop Portsmouth, forecast arrival 10th May 2pm
Normally I would agree that enough time has passed and we now need to seek changes.
IMO this is a special situation though, so I agree with stokey about sitting tight.
Does not mean I am a happy shareholder - I share the frustrations of many of you and the many valid points and examples some of you have posted here over recent weeks (and indeed months).
Stokey12, 06:24. Your assessment seems reasonable initially. However, as looking into a mirror with a mirror behind produces an infinite number of reflections, so could your solution. It could be repeated, on this day each year just with a change of the noted year. Imoit’s a variation of procrastination.
I have reflected on all the posts on whether there should be changes to the senior management of HARL. I have come to the view that the most prudent course would be to wait until October and ame a decision then. If need be we can, if there is sufficient support to do so, requisition an EGM. My reasoning is that the 2023 FY accounts must be filed with AIM by 30 June which is about six weeks away. I know that it is technically possible for an exension to be granted but I am not sure that an extension can be granted for a reason not connected with the preparation of the accounts. This will tell us if losses have at least stabilised. Then by 30 September the 2024 interim results must be filed with AIM. These results shoul show if HARL is on course to meet 2024 revenue expectations. The difficulty with the interims is that in previous years income has been backloaded to H2 which makes coming to any conclusions on 2024 FY income problematical.
So by 1 October there will be information to see how HARL has performed this year. As things stand I should be able to attend the AGM this year and I have not decided whether to make a protest vote. It may be that a protest vote at the AGM on the reappointment of JW and AR would be better course of action. That way JW would be on notice that he needs to communicate more effectively with shareholders. Then if there is no change the quesion can be revisited next year.
Scattman - Lottie is MALE. Shows how much you know. Prospective candidate for Romford, Reform Party.