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As Stena Edda is due to leave to leave dry dock in the next day or so I see that according to NI Ferry that Superfast VII and Superfast VIII are due to dry dock for essential maintenance. This is good news for continuity of work in the yard.
They also highlight that Stena Edda was in dry dock for much longer than anticipated. That also makes good reading as days in dock = more work completed and a bigger invoice.
https://www.niferry.co.uk/stena-shuffles-irish-sea-ferry-fleet/
12 months on completion Tango, we have a while yet, anyway was that not taken care off with last cash draw?
Tango1 In relation to your 15.38 post the second tranche of payments for Appledore will not be until the anniversary of the acquisition in August.
Depends when the Appledore payments are due, I have April in my head but can't be sure.
It seems strange that the SP fall was preceeded by two negative articles in share tip sheets. It feels very much like a bear raid. Hold firm and carry on.
Whatamess , why do you think a placing is imminent when £7.4M was raised less than two months ago ? Having said that the SP is getting a tad close to my stop loss.
Reluctant to sell, I live in hope. Certainly won’t be participating when they next pass the hat around!
We just need one project to come off, be it Gas storage, Wind turbines or Ship building, I’ll take any of the above.
Yep, not seen any reason to panic. All is in place for a bright future still.
Anyone else buying?
LSE03,Yes now that would be good for infra
Thanks Stokey12
Thanks Stokey
LSE03 In relation to your 11.22 post it is certainly something to keep an eye on. I suspect that Stena would want H&W to do a more conventional ferry build first. I note the size is at the top limit for Appledore.
Would be nice if Stena relationship brought involvement in projects like this
https://www.niferry.co.uk/stena-line-to-order-first-fully-electric-ferry-by-2025/
LSE03 In relation to your 16.19 post I found the Guardian article an interesting read. INFA is well positioned due to the facilities it has available to pick up a fair portion of the fabrication contracts. Here is hoping.
Thanks Lottie123 for highlighting this. I hadn't appreciated the scale of it.
https://www.theguardian.com/business/2021/feb/08/queens-treasury-windfarm-bp-offshore-seabed-rights
Tango1 it is my firm understanding that there are multiple contracts of materiality that are at or very close to executable form; these remain unsigned to date because of COVID and the impact this has had on being able to visit & inspect the yard(s), confidence in the timing of the investment decision(s) and in certain sectors eg defence procurement awaiting government pronouncements on policy and strategy.
I do not doubt that were it not for COVID we would have been in receipt of at least one or more RNSs by now. I expect them to come not least as so much has been bid for across the multiple sectors
Thanks Stokey12, appreciate the reality check.
Nobby31- what is your take on the alleged £60M contract and the lack of RNS?
LSE03 In relation to your 15.31 post I think the most notable comment is that when the Minister said publication will be in March some MPs asked what year. For health reasons I will not hold my breath.
Nobby31 In relation to your 15.17 post I agree with you. If the interim results are in line with my expectations that should set INFA up for a good H2. It has to be remembered that from Q2 we should see contracts in relation to tenders from the first half of 2020 starting to appear.
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