Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
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Hi Folks - I have registered for todays webinar in which H&W are making a presentation see below & I will report back afterwards.
With regards SP we are suffering with typical AIM shenanigans no news & SP gets destroyed but based on todays presentation I may top up again.In addition there is a question & answer session.Time to be positive folks current SP is 'cheaper than chips'.
About the Event
There is no question as to Harland & Wolff’s impressive history. For over 160 years Harland & Wolff has been a national asset for UK manufacturing with a world class infrastructure. Today Harland & Wolff is perfectly positioned to support the needs of the maritime, offshore and renewable energy sectors for the future. With its four sites, Harland & Wolff has the largest fabrication footprint in the UK. During this LIVE e-vent, we will hear from senior company representatives who will give an update on Harland & Wolff’s recent acquisitions which join their two already established sites in Belfast and Appledore. Harland & Wolff Methil and Harland & Wolff Arnish will work across a range of sectors, with a particular focus on renewables. The webinar will focus on future projects and look at the types of products and services needed from the UK supply chain.
Agenda:
10:30 Welcome and introductions – Neil Golding, Director of Market Intelligence, EIC
10:40 Harland & Wolff Presentation
Allan Ralston – Managing Director, Harland & Wolff Belfast
Mark Lawther - Group Head of Sales, Harland & Wolff
11:10 Q&A
11:30 Close
Hi Folks - Webinar now finished & my thoughts are as follows:
1) Clearly there is still some way to go for H&W to build up the business including building up a supplier data base to build their supply chain.
2) Unable to comment on the ML questions to go to INFA.
3) Cruise industry is clearly a difficult one to beak into as the cruise companies like to use their own supply chain & unable to comment on Azura.Work still clearly to be done.
4) A hint of possible work at Appledore for contract with Irish government (my interpretation) looks like could be an announcement soon.
5) All acquisitions have required & do require upgrades i.e. the dock gates at Appledore.
6) Employing consultants on how best to use the yards I think Belfast more than the others for flow of work to create efficiencies.
7) They consider themselves as a start up company but with a great future.
8) Slides from the event will be made available more was said that is what I remember.
In summary encouraging but clearly INFA has still a long way to go yet.
Chrisatrdg ref 11.46 post your point 4 is interesting if I recall correctly Appledore has done work for the Irish Navy before so the Shipyard is a known quantity.
Chrisatrdg. Thank you for taking the time to listen and review.
Any talk of the supply ship contract?
Good work Chris, that Q about the ML 100% came from a PI haha! The webinar was H&W focused entirely...
Like Chrisatrdg, i also registered for the H & W webinar this morning. Chrisatrdg's post is an excellent summary of the presentation.
The only thing i would add to it is that EIC (Energy Industries Council) who ran the event had a published list of all attendees on the webinar while we were watching it. I'd didn't expect them to make the attendee list public knowledge, however I'm glad they did as it was very interesting to see just who was watching it. There were some big big hitter names in the world of industry there, and some surprises too, inc Babco-k and others who might be seen as competitors in some of Infa's markets.
We've seen a couple of percent increase today in the share price (and that's a rare thing recently), so maybe this presentation has been well received by some interested parties.
Ps to NigelHaemo - Well spotted that a PI asked the IM question. Who i wonder might have mischievously asked that, lol ;-)