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I'm assuming H&W working (never assume anything especially on AIM of course)
14th April saw a mini spike on smallish volume, this was (imo) unresearched traders buying in after seeing RNS headline of EU funds recieved. It pulled back as they gradually sold out.
The subsequent rise has been on lower volumes (without significant sells) probably helped by the confidence Stephen Roser has shown!
Good post, spud. I hope you are correct.
In the recent interview with LSE, JW did rather pile on the fact that the original marine licence application had been a total fustercluck (hence the departure of the previous chairman?). It seems clear that the last 12+ months of pain can be attributed largely to this. I appreciate the fact that JW has (finally) come clean on this.
With hindsight, it would seem that the setting of milestones was done without a full appreciation of the severity of the marine licence situation, which, whilst naive, does cut JW some slack.
I do wish that we could have more clarity as to H&W's operations.
Could it be we've seen the bottom sp wise ?
Get some decent contracts in for H&W and the market will be able to finally price the asset as such imo.
The ML has taken much longer than anyone expected so Harlands may prove to be an excellent call by the bod.
Time will tell....
Click on link below and listen to Boris
https://twitter.com/simonradders/status/1235118236049518593
I wonder if any funds will be forthcoming to H&W? Would be a nice bonus at this time.......
https://renews.biz/59868/lamprell-reaches-settlement-over-ea1-jackets/
Very good interview with john wood last week, im sure he will take the company forward. On the question of of furlough , if victoria beckham can apply for it there shouldnt be no reason why Infrastrata cant.
Seems that Boris is behind shipbuilding with his intervention at Appledore Shipbuiders prior to the C19.
GLA
The governments pledge to help up and coming businesses the other day bodes very well for INFA IMHO, one of the reasons why JW held off on the equity partner deal?? I am 100% certain he will be tapping into that resource!
Allied to that question: has anyoine been furloughed to reduce the financial burden upon the company aat this crucial building stage and if not is that because of vanity/perception management? Cut the cost and allow the cash in bank to last longer
From JW's recent interview (which i thought was very positive) he mentions that he won't obviously make an RNS for every single project H & W are working on, it will just be on the larger or longer contracts.
It also appears there is a lot or work already tendered for so hopefully the future pipeline of contracts will start to come through soon. The suits, (suits said respectfully) seem to be well on the ball with their prospecting for business and the management team we have in place inspires great confidence for the future.
My question though is, just how busy are the 70+ dirty hands guys (also said very respectfully) on the ground at the minute ? Are they being kept busy on a day to day basis and what is the 'everyday' type of work they are working on ?
Anyone any knowledge from the workshop floor ?
I'm curious on the daily type work that goes on in the yard and also has the Covid situation affected it ?
If only I timed my purchases better! Would be so much more ha
Thanks both. That takes us up to 4.29%.
You have .11% and .66% respectively. :)
Laters, must get on and do some work and stop playing with Excel. lol
Hi Si
Cheers. Yep around the dizzy heights of 2p I was thinking at a hopeful push it would get to 6.5 / 7p. This was with an equity stake of around 30 percent. Again memory is hazy as to how I got there haha
25.5M shares for you records Si
60-70m mcap equates to 1.56p-1.82p, Jabido.
I recall working out what would be the eqivalent sp allowing for dillution compared to last January's spike up to c2p and if I remember correctly it was about .56p. Will have to dig it out and see.
It was basically whatever the mcap was with the share issue at that time @2p compared to a similar mcap with todays issue.
Sorry for being late to the party on this one. I hold 4.3 mill
If we get the ML and funding then this will jump to a value of around 60 or 70 Mill mcap. Its been that long waiting that I can't remember my workings out lol. But that's what I expected. And that was before h & w.
Popped the additional holdings in and without our TR1's, who hold 5.18% between them, we are up to 3.5%.
Not to shabby.
Thanks for the info guys, Si. :)
Oh, and welcome to the board TTNY.
Yes at least I think we seen the bottom , if they can pull off ml and funding we should rise nicely ,
Of a bull run here. Been adding over the last couple of weeks and now very happy for this to go where it will. ATB
I’m holding 18 million, having come this far I have no intention to sell, **** or bust for me!
Welcome, Thistime, I only hold 3.5m, first time today I've been able to dummy sell all them. Blue finish?
I have 8m holding - averaging 0.78....boo hoo....I know another with 8m (or so)...
I've been just a viewer here up to now on LSE but have finally decided to register. I'm in infa for a while now (wish it was more recent).
As folk have been posting holdings recently I thought I'd throw my numbers into the pot too as a private investor. Sitting on 10,500,000 here.
I think I have about 735,000 in total, may be more but don't want to overestimate without logging in and checking