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Well said roly12
Good luck to all LTHs
Hope it’s a great day.
Many thanks to Roly, TTNY and all the other posters on this site that freely offer up their wealth of knowledge gained in investing. I didn't make it to Belfast so appreciate the comments from those who did. There's a lot of genuine honest posters on this site who are willing to share their thoughts, hopes and concerns re H&W.
I attended the Methil visit with a few other well informed investors not only to have a look at the facility but to try and gauge the competence of the management, I wasn't dissapointed. There's more to JW and the team than meets the eye but there's also a bit of "fake it until you make it" scenario being played out.
Have been invested with INFA/HARL since 2014 and to repeat TTNYs comment "the potential at this time is greater than it's ever been" However they have been on the cliff edge a few times so although they appear to be making good progress towards terra firma, until they secure that funding, some sizeable contracts and more importantly for me put more "skin in the game" HARLs a HOLD.
Please find below a message I sent to John and Seena after a very successful visit to Methil.
I was more than impressed not only of the driven team at Methil but the whole future package at H&W
I Believe the next investors visit will be at Appledore. I would encourage you to attend if possible.
Visit
Dear John and Seena,
Thank you very much for the hospitality shown to the investors that arrived today.
You are all incredibly busy yet you made all of us feel very welcome and genuinely gave your time and attention to show us around the incredible facility at Methil and went the extra mile to answer all our questions as best as you are allowed to.
The site at Methil was unbelievably way ahead of where I expected it to be which was a big surprise and after today I have no doubt the other sites are also at a more advanced stage than I had previously thought. I really thought the drive and passion that's now being displayed at H&W was a thing of the past. Willie, Martin, Madelaine and the other members of staff that I met today are a credit to you all.
There is no doubt in my mind that HARL are now at the beginning of a long and successful future for everyone associated within and invested in the company. It's a great feeling to know that HARL are now walking away from the cliff edge and onto solid ground.
It's a real credit to the board to have had the vision to acquire the 4 sites, Belfast, Appledore, Methil and Arnish at the time that you did and at the price achieved.
I very much look forward to the future with Harland and Wolff and will express that sentiment on the social media sites that I use and will encourage other investors to take part in future visits.
Thank you once again.
I think that was Boris speaking in September last year.
What a great bit of news this morning spoken by our Prime Minister. One concern I had with the ML was ultimately it would be a pollitical decision where reason often goes flying out the window.
Now I know he's talking about HW but IM and HW are like love and marriage you can't have one without the other IMO. Remember gas to the west. So great news today for all those aboard SS INFA.
Dear Dawski37, Many thanks for the update of the AGM and well done you and a few others for attending. It's very appropriate that SS INFA now has her own shipyard.
Setanta once again hits the nail on the head.
Well said Loosegoose. Most of the serious INFA investors I'm aware of are still holding most of their shares. I'm sure like I you are one of them.
Still aboard awaiting the passage plan like many other LTHs.
You would certainly think so Chris. I guess anyone that's familiar with the company are all ready fully loaded and have been for quite some time.
I suspect John wants to hold back for the big RNS and that's why the lot 1, 1.1 and 2 land parcels have not seen an RNS. There's only one piece of news that the market want's.
It does appear that we are finally, finally, finally there. Just a matter of hours or days now IMHO.
Thats the end of that Emmerson.
Ex chairman Graham Lyon’s departure from INFA is another positive sign negotiations are close to being completed. There Will be a fundamental shift on the board of INFA as new directors come on board with the completion of Due diligence from our equity partners. Graham’s position would have become untenable given his other directorships and interests. Directors Will now be required to give 100% commitment to Infrastrata as it goes from being a smal market cap company to a major gas infrastructure developer.
Well said Mr Dawski. Equity funding will definitely happen in the very near future. The longer a company spends on DD the likelier a deal will happen. Let’s not forget we also have a fall back plan. DD completed by at least one possibility two companies before Christmas. What’s not to like. The colour of SS INFAs sails may not be to your liking but that doesn’t affect the integrity of the vessel.
Fair winds.
For those of us unable to attend tomorrow evenings presentation, it will be available on the LSE website and shortly thereafter on the INFA website.
LTH squeezes another 1m shares between the old futtocks of SS INFA.
When John Wood was asked at the AGM on 31st January about the term sheets for equity funding that were on the table before the 17th Decembers interested party (breathe) if these parties offers were still on the table. His reply was "yes they are but not only are they still on the table ,they are also sharpening their pencils."
So for the sake of clarification of my opinion it's not if we get the funding sorted, it's when and by whom.
SS INFA steam screws free of the doldrums. MD for chief engineer.
Warrants excerised, opportunitys taken, follow through about to materialse. Long term partners amalgamated Trust in JWs SS INFA. imho. :-)
Have been investing with Infrastrata since 2013 and own 2%