The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
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Great watch thank you.
John Wood declares decision for the ML will be made within days…. Vox interview today
Thanks si saw this on there also it is same series with BMT
https://www.youtube.com/watch?v=BMDm4JK9uTM&list=PLkjSaY3MGler0cXMi6xBZ3Ga_av_SYSUf&index=11
https://www.youtube.com/watch?v=DATlzcPNmc8&list=PLkjSaY3MGler0cXMi6xBZ3Ga_av_SYSUf
Doh! :)
The Future of Shipping', is an online programme telling the story of the issues and opportunities facing the shipping industry at a time of environmental crisis, profiling the professionals and organisations who are dedicated to creating a cleaner future for shipping.
Interesting watch and has a few things, companies, projects mentioned here in the past.
JW, if your reading, hope H&W are up to speed with this for future contracts.
Current guidance from INFA is that they will breakeven this year. Going by figures from Cenkos that would require around £41m. I know that the figure for the year suggested by INFA was £30m. In the June trading update the figure for revenues was £9m if you add to that £15m of the £26m Saipem contract which Cenkos says is due this year. This gives us £24m of known revenues. Unknown revenues include Azura and the three ship deal due from October and about six other dockings. So what I am trying to figure out what would happen to the share price if the current guidance is not changed and INFA does better than the guidance.
Thanks bubble that is quite interesting
Stokey re belfast harbour i have no doubt you know this already but for anyone else with an interest if you select "query" on top RHS you can extend the days forward
Ceres power projects
Ceres holdings ltd awarded contract to design clean energy ships for production by 2025
ThisTimeNextYeer Ref 17.29 post thanks for that it will not show on the Belfast Harbour Website until the 19th.
For clarity, I should add to that Stokey that there's nowhere else other than the H & W dry docks that it could dry dock in Belfast.
This would be a big beast to have in if it's coming our way. Anyone else here have any knowleledge or contacts to clarify if it is actually coming to H & W ?
Stokey. There's plenty of docks a 280M vessel could park up in Belfast Harbour. Royal Caribbean's cruise ship Anthem of the Seas is a regular visitor in Belfast recently at well over 300M, as well as many other cruise ship visitors of size.
Now if the question is there anywhere else in Belfast a vessel this size could dry dock, it's a definite no way, not a chance !
ThisTimeNextYeer Ref 16.41 post thanks for that I note that it is showing as limited manoeuvrability is there anywhere else in Belfast that can take a vessel of that size?
Dorset Spirit, you may be able to pick this up in lloyds List
Lottie123 ref 08.37 post I have just seen this must have missed it earlier. I am not sure that Navantia would make a move to bid for INFA. Principally for the reason you say current policy requires that 60% of work on renewables has to be local content. The other reason is that any bid attempt would be held up by a referral to the Secretary of State for him to decide whether to call in the proposed bid on National Security grounds.
Stokey. Looking at some of the shipping traffic websites the only large vessel i can see heading from Canada to Belfast is the massive 280 metre crude carrier, Dorset Spirit.
I've no idea though if this s the one being referred or what the nature of it's visit to Belfast is.
https://www.marinetraffic.com/en/ais/details/ships/shipid:5412921/mmsi:316036463/imo:9780782/vessel:DORSET_SPIRIT
Just seen this comment on LinkedIn https://www.linkedin.com/feed/update/urn:li:ugcPost:6843809102720847872?commentUrn=urn%3Ali%3Acomment%3A%28ugcPost%3A6843809102720847872%2C6843918927639261184%29 The text of the comment is
Hey Mark Lawther good to see! Hope all is ok! I see there is a large vessel heading your way for repair under tow from Canada.....
The comment is from
Philip Dovey, BEng MSc CEng CMarEng out of network 3rd+ Americas Naval In-Service Support Manager at Lloyd's Register
Does anyone have any ideas of what this vessel is?
Looks like Boris has been busy in all things NI last 24 hours
The event at the QEII Centre in Westminster, opened by Mr Lewis, has been described as the highlight of the Northern Ireland Office’s Centenary programme.
It followed a Number 10 reception hosted by British prime minister Boris Johnson and a City of London Corporation reception at London’s Guildhall last night.
Mr Johnson said the British government will “continue to promote Northern Ireland interests”.
https://www.irishnews.com/business/2021/09/15/news/businesses-take-part-in-unique-innovation-showcase-in-london-2448387/
Followed by breakfast with JW
Stokey .. if you recall Bob Marley wrote a song about it
Petroleum industry passes after Buhari nigeria president visits johnson..wood visits johnson .will the next domino be the ML.
FINAL INVESTMENT DECISION was always on the table and stalling excuse could have been let's see what the government can offer.(get nothing from government in my opinion)
The initial favoured FID may be the one that is the majority stakeholder in the gas caverns...We're we waiting for the Petroleum industry bill.?
Just seen this on LinkedIn event tomorrow afternoon. I had to look up what Jamon was. https://www.linkedin.com/posts/harlandwolffplc_dsei-dsei2021-defence-activity-6843887508900724737-cxzA The text of the post is
Join us for a joint presentation with Navantia, S.A., S.M.E on technology transfer, tomorrow at 4.15pm at DSEI. This will be followed by drinks and jamón.
Please RSVP to media@harland-wolff.com
Good interview JW mentioned 1st contract for MOD in a couple of weeks
He also mentioned working with Navantia on bid for
M55 Regeneration Project that one is well overdue to be released.
https://www.wired-gov.net/wg/directory.nsf/contract/DNWA-BQXL5C?open
https://des.mod.uk/mine-hunter-sale/
https://www.ft.com/content/b5a5e29a-9556-4d07-882b-10b1749efced
Fire damage - expect interconnector to be out for 4 weeks
Jabido ref 12.11 post I have listened to it and apart for IM, and I agree that a decision is likely soon the Minister has had five and a half months so far that would seem long enough to come to a decision, there were some other interesting things. If they all come to pass then INFA might do better than breakeven. This would depend on the timing of payments. In particular there was a suggestion that we might see a maiden defence contract. In addition it sounds like Q4 will see more dockings than in the previous three quarters combined.
Chris ,this month or just before budget my guess