Member Info for Citizenlane

Blair you seem to imagine that companies can make step changes of growth without access to debt. Bizarre.

All true but quite a long time until the end of March, could do with a contract announcement or some director otherwise I fear we are going to watch this slide until killik have sold their 9m, hoped they might be closer to the end but looks like a while to go yet gla dyor

No direct evidence but since they had sold nearly half their clients holding in previous 10 trading days waiting for that contract announcement - while most other holdings exc Kave - stayed broadly static seems reasonable to assume they were among major sellers in yesterdays news. We’ll see

Stokey I assume that was from close of business on 31/1 so killick are prob getting close to empty now after yesterdays huge volume

The Aim market, as you know, is largely driven by manipulating shifting sentiment BP; £800m + very vocal govt support + major infrastructure investment + a clear imminent funding plan significantly derisks HARL imho. I'm not convinced the current share price represents that fact, partly because of some concerted offloading into volume. Let's see where it is in a few days. My guess would be, once the committed sellers are done, it will settle for a while in the 23-25p range. Still a very small MCAP for a company realistically targeting a $1bn order book by year end. Good luck with your investments

Question about your name: is there a personal connection to the tragic BP scandal, or do you like the martyrish connotation?

answer: Because some people are primed to sell on news and make their 10- 15%, nothing wrong with that

Next?

I wonder if a projected listing on the main market will coincide with the debt facility sign off… would certainly make sense going forward

the 37.5p is only a third of their target, other milestones are accessed if the SP reaches 60p or 100p for an extended period

fair few buying back in now, will be a decent rise from now until the weekend imho

https://www.theguardian.com/commentisfree/2023/feb/01/environmentalists-animal-free-meat-livestock-farming

He didn't say that HARL would get 60 per cent he said that was the share guaranteed for the British contractors. BMT also need a slice.

and you northsea, been building a little holding here for a while - keep looking at what they are doing and can't see anything not to like - it works, it's cheaper than the competition, it tastes and cooks like meat. They have patents. They create great corneas. You have to think that all might be eventually be worth some very large multiple of £20m.

surely bigger players are thinking of t/o bids here - crazy low mcap - they just grew a steak.

certainly sounds more like a £350m mcap company than a £35m one to me.

The naysayers don't like the monopoly of the Scottish yards and BAe and Bab being challenged. Govt is aware that the creation of alternative shipbuilding opportunities not only drives competition, but shows Scots Nats that there are other places to award contracts. Making a success of Belfast and Appledore v significant for the shipbuilding programme imho, Wallace is staking a large part of his political future on it

lowering price creates anxiety and therefore a bit of panic selling, raising price tends to have opposite effect. none of the fundamentals have changed. contract RNS a day closer.

1st Feb RNS has a ring to it

Although they seem to be more adept at pumping saltwater than gas atm, what’s the spot price for saline looking like?

It’s here: https://cruise-belfast.co.uk/belfast-harbour-facilities/berthing-information/

I agree to a point but effectively the contract means this company has gone from being investors with real estate to being a proper big player in an industry the government is prioritising at a time it is desperate to stimulate sustainable growth. There are plenty of AIm businesses without revenue OR profit, just an idea and a PR dept. This is materially different imho and will sooner or later demand a MCAP to back that up dyor