Firering Strategic Minerals: From explorer to producer. Watch the video here.
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ME TOO ...should be a most interesting week next week ..one to anticipate with excitement and am not talking about having the jab..though that will increase the feeling !!
I'm feeling fairly bullish and have subscribed for option 3 (exercise all subscription shares and apply for additional shares).
Having bought some other shares this morning, I realised there was no money left in my account to pay for additional shares if my application is successful, so I've sold some different holdings to make the funds available.
This is a long term hold for me.
It is worth remembering months ago that Buffet bought into lots of Gas companies, Now this looks a very very good investment as gas will be the transition fuel to zero carbon.
With Biden winning the senate his Green agenda will surely pass which will increase fossil fuel prices (helping the need for IM) and will bolster green energy (also helping INFA). All Good going forward IMHO
Indeed stokey shocking
Poor old Trump- certainly going out in style and stuffing China on the way out...
Bubble2021 In relation to your 11.37 post I hink we are all contemplating the demise of democracy in the US
quiet today ......
Well spotted Tango
Good work, Tango1 - it didn't make sense, otherwise.
Just checked and killick released 12% of 65Mill this 10.9% is of 74 mill so they have not sold anything...
Stokey12, are you sure it is not the effect of the increased shares from the placing? we should see other II's releasing same...
Strange antics.
Just seen the RNS looks like at least some of the selling on Monday was Killick
Hmmmm... I’ve just read disclaimer, ignore my previous post, just my own thoughts!
Pacman. Can i ask what presentation you're referring to ? I've previously read that Patricia is going out of service but haven't seen anywhere about a potential replacement.
As for Trinity House, they have a history going back around 90 years with Harland and Wolff. A & J Inglis, the Glasgow shipbuilders (owned by Harland & Wolff from 1919) built 3 vessels for Trinity House in the 1930/40's (link below).
http://www.theyard.info/ships/list_ships.asp?name=&built=&vessel_type=&launch_date=&Owner=trinity&fate=
I've also popped a link on for a site on H & W http://www.theyard.info/ . I've put the link on previously for this site (but have done again now for any newbies here). It's a great source of historic information for anyone interested in the history of H & W. It includes an inventory of every ship built there as well as other builds in the shipyard.
At one time H & W was building all sorts of things including planes, trains and not quite automobiles, but tanks. The site is an interesting read, and it's even worth going to for a look at the phoatties of the olden days in The Yard.
If I was a betting man, I’d go for “Patricia’s” replacement being our first new build. I do quite a bit of work for Trinity house, and know it didn’t sit well, amongst management that last two ships were built abroad . I see from presentation we are going for it. Just my own thoughts ;)
Fully agree Tango1. Investing in the right CAPEX now to reduce future OPEX through automation makes a whole lot of sense.
There are oodles of great green projects out there but the biggest issue is to manage system intermittency & how best to store energy efficiently .... CO2, H2, CH4, air etc as that is the key to managing the UK's variable power requirements. It will be interesting to see how we get through this winter in terms of price volatility and if it's a severe one possible power outages and/or demand side management.
I think gas storage is undervalued, especially if the gas is not methane so no emissions! If it is methane it can be stored and the CO2 removed upon combustion then you don't have quite the same demand for batteries which require mining operations across the planet to extract rare earth metals etc. This is the cause of lots of pollution and geo political troubles. There is no shortage of natural gas so if we can use it without polluting the environment it has to be at least a contributor to the way forward imho
EP UKI may also be interested - it seems they are converting to a gas fired power station and also have a focus on hydrogen and not too far away from what I can see
https://kilrootenergypark.co.uk/
It'll be interesting to see if there's any director, PDMR or PCA take up of the rights issue / excess shares.
It'll be a good sign going forward if there is. Hopefully there'll be a few RNS' to this effect in the coming days.
Nobby31- agree 100%, the fact JW is modernising the fabrication hall with an auto welding line must be there is significant work on its way. imo
This ends next week. At last!
Barring some significant new external information we can look forward to DAERA making a recommendation to the Minister within a few weeks; whilst this is Northern Ireland and the politics are somewhat impenetrable to the outsider, the decision ought to be driven by the facts and the prospects for this project to the benefit of the environment, the economy including employment opportunities. This will be a world-class fast response storage asset and the timing could not be better given the work being conducted on hydrogen storage and distribution, electrolysis from renewable power and decarbonisation.
Aside from the known names (Vitol, Fluxys, INEOS et al) I expect there will be numerous big names e.g utilities and energy companies that will be looking at either equity and/or capacity in this project. Gas prices are high, security of supply is a real issue, LNG isn't security of supply (it ships to where the price is best). The UK needs more storage at home.
Whether the BOD sell this project or deliver it themselves with all the synergies with H&W Belfast this is going to be a humdinger and that's aside from the contract awards we can expect during 2021 to keep the yards busy and profitable.
Steady, and very encouraging after placing, But the money was for improving the fabrication hall and yard and not to keep the lights on. Looking forward to the accounts especially the forward statement. Going to be an amazing year.
AIMHO
Posted by H&W on LinkedIn now. https://www.linkedin.com/posts/harlandwolff_madeinbelfast-hwbelfast-letsgetgoing-activity-6752205568066379777-z6YE
Stena Hibernia has a 16 day refit planned.