Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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Whatamess , why do you think a placing is imminent when £7.4M was raised less than two months ago ? Having said that the SP is getting a tad close to my stop loss.
Reluctant to sell, I live in hope. Certainly won’t be participating when they next pass the hat around!
We just need one project to come off, be it Gas storage, Wind turbines or Ship building, I’ll take any of the above.
Yep, not seen any reason to panic. All is in place for a bright future still.
Anyone else buying?
LSE03,Yes now that would be good for infra
Thanks Stokey12
Thanks Stokey
LSE03 In relation to your 11.22 post it is certainly something to keep an eye on. I suspect that Stena would want H&W to do a more conventional ferry build first. I note the size is at the top limit for Appledore.
Would be nice if Stena relationship brought involvement in projects like this
https://www.niferry.co.uk/stena-line-to-order-first-fully-electric-ferry-by-2025/
LSE03 In relation to your 16.19 post I found the Guardian article an interesting read. INFA is well positioned due to the facilities it has available to pick up a fair portion of the fabrication contracts. Here is hoping.
Nobby31- Thanks for that.
Thanks Lottie123 for highlighting this. I hadn't appreciated the scale of it.
https://www.theguardian.com/business/2021/feb/08/queens-treasury-windfarm-bp-offshore-seabed-rights
Tango1 it is my firm understanding that there are multiple contracts of materiality that are at or very close to executable form; these remain unsigned to date because of COVID and the impact this has had on being able to visit & inspect the yard(s), confidence in the timing of the investment decision(s) and in certain sectors eg defence procurement awaiting government pronouncements on policy and strategy.
I do not doubt that were it not for COVID we would have been in receipt of at least one or more RNSs by now. I expect them to come not least as so much has been bid for across the multiple sectors
Thanks Stokey12, appreciate the reality check.
Nobby31- what is your take on the alleged £60M contract and the lack of RNS?
LSE03 In relation to your 15.31 post I think the most notable comment is that when the Minister said publication will be in March some MPs asked what year. For health reasons I will not hold my breath.
Nobby31 In relation to your 15.17 post I agree with you. If the interim results are in line with my expectations that should set INFA up for a good H2. It has to be remembered that from Q2 we should see contracts in relation to tenders from the first half of 2020 starting to appear.
https://www.forces.net/news/integrated-review-set-be-published-march
.
I’m of the view that the share price looks like a very attractive punt if you are inclined to believe the Marine Licence will be awarded by March 31st.
If you’re not in that camp but still think that there are some chunky contracts on the horizon then the same holds true.
However if you’re thinking yet another call for capital is heading our way before either of the above happens ie in the next 6-8 weeks I can understand the sentiments expressed here.
Despite the Long March and the false peaks along the journey (excuse the metaphors) I’m of the belief that business will begin to reopen in Q2 and return to near normal in the latter half of 2021. That means this year is highly likely to be transformative for earnings.
Buy showing as a sell
Chrisatrdg In relation to your 13.09 post this makes me feel that a number of contracts must be forthcoming soon as they cannot run the scheme without the work. I note that it references fabrication
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Just noticed the size of it in relation to the yellow jacketed staff member !!!