Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
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A very impressive trading statement I note that £9m in revenues has been booked so far. The Saipem contract will provide about another £10m. Encouraging news with regards to the possibility of further cruise work. On the whole my view is that it is a encouraging statement and look forward to the September Trading Statement.
According to Vesselfinder the Stena Europe is now en route to Fishguard having left Belfast earlier this evening.
Chrisatrdg In relation to your 09.39 post thanks for the reminder I have this in my diary to watch. Sir John Parker may be interesting as he wrote the report that led to the last National Shipbuilding Strategy.
Subject: The Navy: purpose and procurement
Witness(es): Sir John Parker GBE FREng; Ian Waddell, General Secretary, Confederation of Shipbuilding and Engineering Unions
Witness(es): David Lockwood CBE, CEO, Bab**** International Group; Glynn Phillips, Group Managing Director Maritime and Land UK, BAE Systems; Sam McBriar, Director of Strategic Marketing for Maritime, Thales UK
https://parliamentlive.tv/Event/Index/6ec5f66c-9a4b-41f7-8169-696db98ffe0d
SI Derman best see if the crane is still in situ in the morning
Nice. By any chance is Paul Stevenson a scouser? lol "When does the wirk begin" ;)
BTW, another large buy showing after 5pm back up at 25.50p
Looking good Stokey thanks !!
Posted on LinkedIn https://www.linkedin.com/posts/harlandwolff_our-methil-site-is-all-prepped-for-the-wind-activity-6815309106321195008-nneB All in place at Methil for Saipem contract with two days to spare.
£32k late buy gone through
ban4118 In relation to your 15.33 this was discussed on the board on Friday. Hopefully it will be discussed in the upcoming update. The absence of an RNS has been noted.
Look at the trades they all show as sells above the trade price atm
I would suggest the two 300k trades were a put through... where the broker finds a buyer and had the seller. It is positive if the stock can remain at least bid at 25p, as it implies the seller may be done at this level...for now anyway
I had the five min chart up at the time and it definitely dropped for the 300k's then back up for the 100k straight after.
All within thirty seconds or so. ADVFN marked them as sells. Who knows?
Still funny little trades going through as well.
Certainly looking positive
https://www.thenorthernecho.co.uk/news/19395432.azura-ship-will-leave-port-tyne-north-shields/
I don't have level 2 but those two trades for 300,000 @ 1.oopm look like sells not buys, the sp at the time was 25.5p, can anyone confirm ? Roly.
Stokey. Afternoon,yes that's what am thinking aswell
Bubble2021 In relation to your 13.27 post the next quarterly update is due by Wednesday so perhaps people are buying in anticipation of what will be in the update.
Movement.....news maybe ?
2 decent 300k share buys just gone through at 1pm looking good...
Good read and good research by yourself.The project will go ahead in my view and any issues surrounding the ML will surely have been addressed.
Page 14 is worth a read it has been prepared for the call for evidence for the upcoming NI energy strategy
https://www.nweurope.eu/media/13425/hydrogen-exploring-opportunities-in-the-northern-ireland-energy-transition-march-2021.pdf
Think the Saipem contract as a few posters on here have pointed out is very important to get on top of and started asap
From Cenkos
"The next phase being Phase 2 of the Saipem windfarm contract is (c£43m), which would involve the fabrication of additional wind turbine foundations (jackets) "
On the 1 July work is due to start on the first Saipem contract then on Friday the Azura is due into Belfast fora 3 - 4 months stay. So it looks like a good start to July but we need a sustained level of work. Also news on the Triumph Subsea Contract is due. A few more cruise ship visits would be nice.
oldtramp In relation to your 13.29 post some of the quotes from JW sound like things he has said before. If the export credit facility has been resolved then I would look to see more cruise ships coming into dock over the next few months. The Belfast Harbour website gives about 7 days warning of new dockings.
Hi Bubble credit goes to Stokey for finding the fact that Azura is going to H&W for 3+ months .( a very long time )
The refurb could have been started in Newcastle or maybe not happening at all guess we will have to wait for official news on that .
Came across this today
https://www.cruiseindustrynews.com/cruise-news/24167-harland-wolff-new-cruise-refurb-player.html
The credit export finance could be a big deal maker ?
‘ What will be a huge boost for the cruise industry will be export credit financing on refurbishment projects, Wood said.
“We have worked closely with the UK government and put a couple schemes together. It’s something the UK government wants to do, is to encourage cruise work, and we’ve got two of the biggest docks in Europe and intend to make Belfast one of the cruise refit centers.”