Member Info for BearleyCalls

The Minister of Misery, the Deacon of Deceit. I would love for Broomtree to explain, why someone with no education or business experience feels that anyone, should take the slightest notice of what he says. Over to you Broomtree. Don't hold your breath.

Mary, I would keep your hands over your glass. Its certainly the sort of nasty character that would slip in some GHB to an unsuspecting lady's drink.

That what the Belfast Telegraph wrote. We will see on Monday how much JW wants for it.

Pros for farm out.

Capital Injection: By selling a majority stake, Harland and Wolff would receive a significant capital injection. This would help fund the development and construction of the gas storage facility without solely relying on internal resources or incurring additional debt.

Risk Sharing: Partnering with another industry player allows Harland and Wolff to share the financial and operational risks associated with the project. This can mitigate potential losses if the project encounters delays, cost overruns, or operational challenges.

Operational Expertise: An industry partner with experience in gas storage and energy infrastructure could bring valuable expertise to the project. This collaboration can enhance the project's efficiency, safety, and overall success.

Enhanced Credibility: Partnering with a reputable industry player can boost the credibility and attractiveness of the project to other stakeholders, including regulators, investors, and the local community.

Revenue Stream: Harland and Wolff would still retain a 30% stake in the project, ensuring a continuing revenue stream from its operations. This allows them to benefit from the project's profitability while having a smaller financial commitment.

Strategic Partnerships: Establishing a partnership can lead to further collaborative opportunities in other projects and sectors, fostering long-term business relationships and potential future ventures.

Focus on Core Competencies: With a partner handling a significant portion of the project, Harland and Wolff can focus on their core competencies and other strategic initiatives, improving overall business efficiency and growth prospects.

Sounds extremely attractive doesn't it.

Very interesting take by an expert.

while in the Northern Ireland, the first caverns of the Islandmagee (County Antrim) natural gas storage facility are expected to be operational by 2026.

https://www.agendani.com/energy-security-in-an-all-island-context/

Thanks LSE.

Yes Forest. I dont think the Herd has heard of IM yet, when they do, this could go balistic.

Mr Gold, who i admire as a poster, in this case is being a little too negative. I think that a positive court decision will drive the SP closer to 20p. There may well be a fall back, unless a HARL RNS arrives in the afternoon detailing the plan for IM , including possible deals with large energy partners.

Kaeren got it slightly wrong. JW actually said that they had received offers for IM in the high 10s millions. I am guesstemating that to be 80m. A JR decision in HARLS s favour will not only increase the projects value, but also increase the number of parties interested in making an offer. Anyone who has sold a house knows that its a much easier and lucrative job when 3 parties , instead of one, are bidding for the asset. Im sticking my neck out and saying that HARL will get £120 million for it. Thats 6 times its current market cap. When Monday comes and people do the Maths, there will be a scramble to buy the shares.

Nearly a 5% rise today. Looking good for tomorrow.

They will be out by Monday and then its Bada Bing Bada Boom.

We are now awaiting Muttley to turn up. He is usually on Dastardlys heals.

It has also been muted here that a takeover would not be allowed on grounds of National Interest. Obviously this is an important point , but far from insurmountable.

A takeover attempt might be smoother if the acquiring company:

Has a strong track record of respecting national security interests.

Commits to maintaining or increasing employment levels at Harland and Wolff.

Demonstrates a clear strategy for investing in and growing the company within the UK.

Is from a country with which the UK has good diplomatic and trade relations ( Extremely important).

I believe that taking these points into consideration, its Very Doable.

6.Logistics and Infrastructure Companies.

Maersk: This shipping giant could acquire Harland and Wolff to enhance its shipbuilding and repair services, ensuring better control over its fleet maintenance and expansion. Turnover $61 Billion.

Wacky Races.

https://www.bing.com/videos/riverview/relatedvideo?q=youtube+waky+races&mid=0525D66A2CBCD331778B0525D66A2CBCD331778B&FORM=VIRE

I think we all know who Dastardly & Muttley are.

Very interesting.

shipyard Cammell Laird is considering investing more than £100m to build a massive new dry dock capable of taking the world’s biggest ships.

https://www.liverpoolecho.co.uk/news/business/cammell-laird-considers-massive-new-10817256

It never built it. So for the same price , £100m , it could buy HARL and all its facilities and potential.

A very short sighted view from Stokey, if i may say so. The sought of comment a clerk , not a businessman would make. Growing up i was fascinated By Jim Slater, known as an asset stripper.

https://en.wikipedia.org/wiki/Jim_Slater_(accountant)

His skill was the ability to see greater value in a company than was shown i its Market capitalisation. HARL is a modern day prime example. With this in mind i give you.

The Carlyle Group: Private equity firms like Carlyle might acquire Harland and Wolff to restructure the business, by selling of non core assets and aiming for a profitable exit after enhancing operational efficiencies and by expanding its market reach, in its 5 areas of business.

Https://apclgroup.com/

Good call. I can see why they would be interested. Could be very handy. Maria Eagle , who may become the next defence minister, has an interest in Camel Laird.

Defence Contractors.

Not the usual suspects , but equally likely ..

Lockheed Martin: This major defense contractor could see value in Harland and Wolff’s shipbuilding capabilities to support naval contracts and enhance its defence manufacturing capacity in the UK. Turnover $66 Billion.

Thales Group: A leader in defence and aerospace, Thales might be interested in Harland and Wolff to expand its naval shipbuilding and repair services. Turnover 23 Billion Euros

2. Offshore Energy Companies:

For example.

Equinor, This energy company, which is transitioning from oil and gas to renewables, might be interested in Harland and Wolff for its expertise and facilities in building offshore platforms and renewable energy structures. Turnover $15 Billion.

Ive been putting some thought into who would want to buy out HARL and why. Previously, certain defence companies have been mentioned, but i think we can cast the net to a much wider interested audience.

1. Shipping companies.

Foe example ,

Damen Shipyards Group: This Dutch company, known for building a wide range of ships, could see Harland and Wolff as a strategic acquisition to expand its footprint in the UK and increase its production capacity. Turnover 2.5 Billion Euros.