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Just putting this here for reference.
.................................................................12/12/2022----- 01/02/2023
Killik Asset Management------------------------11.74%---------6.92%
Hargreaves Lansdown Asset Management 10.82% -------10.82%
Lombard Odier Asset Management------------7.67%---------7.67%
Interactive Investors-------------------------------6.94%---------6.94%
Walker Crips Group---------------------------------6.78%---------6.78%
Kavé Sigaroudinia-----------------------------------5.74%---------4.20%
Appledore Land Limited---------------------------5.39%---------5.39%
Pentwater Capital Management-----------------4.86%---------4.86%
Allianz Global Investors----------------------------4.82%---------4.82%
Sankofa Strategic Equity Fund Ltd--------------3.22%---------3.22%
Ravenscroft--------------------------------------------2.74%--------2.74%
Total-----------------------------------------------------70.72%-----64.36%
Shares not in public hands-------------------------13.70%----13.70%
Official page is here-
https://www.harland-wolff.com/investors/significant-shareholders/
Hi Mary, didn't think many used this board so was just going to use it to put some easy to find reference pages on various topics. The main board churns through stuff very quickly so things are lost or become repetitive.
I didn't really intend to use it as a supplementary board to the main one, but more of a FAQ.
But as you are here... Not sure what to make of their recent activity, tbh. Been some awful timings as to when they reduced.
Tax reasons are as good a reason as I can think of. Bearing in mind that these could be multiple clients desicions we are seeing amalgumated into one RNS.
Over the past few years they have been pretty good at maintaining their overall percentages when there have been major increases in the total share issue. Can understand maybe some getting a bit disillusioned as it tracked down to the 5p area. Just seems a bit odd to be offloading now. Sell on news? lol Will they start increasing again?
Have to wait and see. :)
Date of RNS - Holdings- Changed by - new percentage of issue.
30/01/2023 11,969,850 ... -1,764,754 ... 6.9171%
25/01/2023 13,734,604 ... -950,701 ... 7.9369%
23/01/2023 14,685,305 ... -1,508,387 ... 8.4862%
19/01/2023 16,193,692 ... -2,723,436 ... 9.36%
28/11/2022 18,917,128 ... -1,292,766 ... 10.99%
09/11/2022 20,209,894 ... -903,119 ... 11.74%
34% increase in share issue
18/08/2022 21,113,013 ... -117,246 ... 12.96%
01/08/2022 21,230,259 ... +72,889 ... 13.03%
27/07/2022 21,157,370 ... -17,739 ... 12.99%
14/03/2022 21,175,109 ... +1,481,332 ... 13.00%
15/02/2022 19,693,777 ... +882,188 ... 12.09%
13/12/2021 18,811,589 ... +1,784,531 ... 11.55%
26/11/2021 17,027,058 ... +2,365,010 ... 13.99%
08/07/2021 14,662,048 ... +307,295 ... 12.05%
01/06/2021 14,354,753 ... +1,230,838 ... 11.80%
26/05/2021 13,123,915 ... +738,394 ... 10.78%
49.39% increase in share issue
I will add to this at another time. It gets complicated due to the changes in the shares in issue.
So that then messes with the percentages ......
Thanks, so glancing a the chart they seem to have been up to their necks and added at prices way above the current prices, sell out as the price fell realising losses.
Recently as the price has risen the opportunity has been taken to trim the holdings at any cost.
Must have a load of tax losses to use up.
So it the seller distressed as it seems that they are buying at the wrong time and reducing at the wrong time.
Seems to be an exit strategy so strange overall.
The sooner they get out the better.
Or have I misread?
Chart showing the changes in the percentages of their holdings from july 2020 to 01/02/23.
Including some of the increases to the total share issue.
https://invst.ly/-61fu
Just thought I would stick a few posts over here for reference purposes.
Bit easier to find than trawling through multiple pages on the main board.
Yes, that's why I was trying this one as everything from just before 10 am had gone.
Not sure what’s happening to this. Some reason the other talk page is messed up
late rns?
Well, i did think so, but I am getting more and more convinced. When shall we get the big reveal? :)
Ben Wallace made a visit to the shipyard today, big article on Belfastlive.
Can’t buy anything…it looks like it’s going to rocket soon!
Wrong board Latino :-) Its the other HARL board you need
It’s some 40x current MCAP!!!
Fair play to you Suthy!! But boy just goes to show how Shallow peeps can be! You could not make it up!
Your supposed to be Grown ups Man, absolutely disgusting behaviour to act in the way you have on the QBT BB! You should be ashamed of yourselves as probably some people lost money here today listening to your tripe! Hang your heads in shame.
Fair play to Suthy to get them to Stop.
Think positively.
It's just going to take a bit of consolidation as traders leave and investors scale in!
Nearer £40 million. That's crazy for the size of this order! It's not just the enormity but it's massively de risked for 30 years! That's got to be worth even more!
I notice H&W's market cap is still under £47m, despite apparently winning the lion's share of a £1.65bn contract and with a promised £77m refurbishment of their yards now on the way. Surely there's still value here despite missing the 5p boat (if you'll excuse the pun!).
https://youtu.be/HWCwySJJ0ag
"This is just the start!"
There you go !!! 5.85p to 19p
Where is everyone here ?
Bought in today 5.85 p ....Having dropped so much over the year and talks of a contract all over the news this is one to watch.
Depends on who's version you read..
https://www.thejournal.ie/ireland-dependent-uk-gas-supply-2026-5848908-Aug2022/
Interesting that the Irish newspaper article fails to observe that most Irish gas is piped from the UK via Scotland (through one interconnector to Belfast and two to Dublin), which much of that being imported LNG to Thames Estuary and Milford Haven. We are also exporting gas to the continent as fast as we can to resupply the continental gas storage. The article is a highly optimistic view of the gas situation from the perspective of Irish politicians with a green agenda. They are living in a fool's paradise!