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of 636,500 went through at 37.5, Is that someone not happy !!
Hi Stokey12, hopefully yes and presenting themselves as a major player now I think is good given the audience there.
LSE03 In relation to your 12.12 post if INFA were confident enough to shell out to be a PLATINUM sponsor they must know something to cover the ROI.
I have just read this story https://www.bbc.co.uk/news/uk-scotland-south-scotland-49661019. If this goes ahead and the Portishead to Larne route is chosen what impact if any would jt have on the Islandmagee project. Also who owns the land that the Islandmagee project will be built on/under?
I see Harland and Wolff are one of the lead sponsors at the SMI conference where UK Defense Secretary will give keynote speech
https://www.maritimeindustries.org/Booking-Test/SMI-2021-Annual-Conference-/76212
stokey12,
I should have added "...another year of operating as it is currently" - ie without substantive contracts and (pray!) the granting of the marine licence for Islandmagee.
Chrisatrdg In relation to your 09.13 post I agree that when it says safely in the RNS and the newsletter I think it means information safety not physical safety. With the Integrated Review being published next week I suspect that all the main defence contractors will have been briefed on the implications for them so that they can get their press releases done. So i suspect that they simply did not want to be drawn on the integrated review.
BlairPeach In relation to your 09.08 post. Can you clarify the basis for saying that INFA does not have a year. That statement would seem inconsistent with the published accounts. It is quite clear that it has been generating revenues from ship repair work I appreciate that you may not wish to admit this as it undermines what you say about lack of cashflow.
Blair, I have boot too.
Speedy_Gonzalez,
Whatever happened to your call for civility?
https://www.infrastrataplc.com/investors/reports-presentations/
I've not found any previous reference to this here or on company media. Funny how it slipped in???
Some good (in a nutshell) info.......not much changed except bifab.
Thks Lottie.
Oh-oh, there you are again BlairP putting the boot in yet again! Funny how we are getting close to the ML decision and your pal LisaD is active on #infa.......
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Stokey, Chrisatrdg. I'd like to receive the same investor newsletter if you can provide me contact details please. It's interesting the newsletter text you quoted, released previous to today's RNS, was exactly as the same.
I believe that the true position is that INFA is in a closed position during final contract negotiations & in the final phase of the ML so are not in a position to have a shareholders conference & the newsletter was also a bit thin.I am expecting breaking news in the next 2 to 3 weeks.If my hunch is correct we can expect a steady increase in the SP at this 'cheap as chips' SP.Call me barmy if you like but thats my take.Glass is half full & filling up.
INFA simply doesn't have another year. They might get away with one more dilution but, after the scandalous bonuses, I can't see shareholders tolerating any more. The company is already in hock to the leg-breakers for debt financing, so nowhere to go there either.
I would suggest Amigo, but I doubt that JW has any friends left after his recent troughing...
Are you not aware of there is a new zoom related covid variant? ;)
"Possibly another year...."
Lol. Well that'll make a nice round ten years that I've been waiting for something to happen here.
And every single one of them, it was about to "take off".
GLA, Si. :)
Chitta. My take is that INFA are working, hand-in-glove, with post Brexit government and that any expansion is being factored in by all relevant parties. IMO we come good, but it's going to take a little more time. Possibly another year before the real cash comes in.
Chitta123 In relation to your 07.53 post I agree that INFA needs to be more forthcoming with news. At present the only way we know about what ship repair work is being done is by looking at the length of time ferries are staying in the docks in Belfast. The statement on the integrated review will be around 12.30 on Tuesday unless there are other statements which will push it back. The leaks in the weekend press may give us a hint as to what is in the review and how INFA will be affected.
Stifler In relation to your 04.21 post I would remind you that INFA only leases the berths at Belfast Harbour that it uses it does not own the freehold so the value of the dry dock is not relelvant.
It doesn't make sense that infa is increasing its liabilities ie the two latest additions in Scotland without any security of contracts to provide the funding to sustain without the need to keep raising cash and diluting.I have been confident of contracts and the gas caverns adding revenues in the medium term with the gas caverns and short term with defense contracts or windfarm contracts and maybe others.The company is guarded and sparing with news that would add to the share price and that for me is a worry.Company's that keep shareholders fully updated and treats it's shareholders with respect are in my view few and far between and I'm now seeing infastrata as NOT in that small group.The next few months are crucial as we need revenues other than a few north Sea ferries.
Among the questions down for answering on Monday is this one 'Douglas Chapman (Dunfermline and West Fife): What recent discussions he has had with representatives of the (a) Submarine Agency and (b) Office of Nuclear Regulation on the progress of the Submarine Dismantling programme.' If I recall INFA may own one of the few facilities in the UK that can do this work. It will be interesting to see what the answer is.
Fair comment speedy ,not here to criticise
Trust ebbing away v. potential breakthrough.
This is what makes the market.
Pay your money, take your chance,
Risk v. reward.
Winners v. losers.
No pain no gain.
Each day I see the cranes from my window, I will keep my faith.