Member Info for Citizenlane

Michelle Mone would disagree

worth keeping in mind the LTIP incentives for Wood and Raman, especially those that kick in when the weighted SP average is above 60p and or 100p anytime before 2025. What's good for them, good for holders dyor. No doubt they have their minds fixed on those figures, (amongst other things)

https://www.londonstockexchange.com/news-article/HARL/long-term-incentive-plan-ltip/15770453

Most likely t/o candidate presumably navantia uk

Just shorters toying with nervousness imho - that 16 to 22 rise had a built in two week window of uncertainty for some until the detail of the Navantia contract is released and the ink on it is dry. A few panicking on the drops and the floated questions about placings. All will become clearer next week, but the coming months will see this transformed from a punt into an investment imho.

it ain't happening

good ebening

The "we" is doing a lot of work there maqsood, I'm sure a fair few of us who have been invested and following this board for several years, through multiple failed or over-promised projects, and hope springing eternal, feel it's actually probably undersold on last RNS. But good luck with your investment, hope you have timed it well

I would say the Bailie Gifford guy offloading so much on first day for whatever reason prompted a number of PIs to cash in on recent gains. Great news on AIM doesn't always trigger rerate immediately, volumes are too small and the market is inexact and fickle. But value will out. My own measure is a simple one: given a fair wind do I think that the recipient of a billion euro contract and -potentially - the UK's biggest shipbuilder should eventually demand a realistic MCAP of £300m rather £30m? Hard to imagine it doesn't. Momentum might take months or years, clearly, but can't see a way that the govt will let this fail in the short or long term. dyor

Unbelievable that there has been no attempt to mitigate the slide with more news from Blyth and Elgood. Can only assume that remains a ****show too. Heart thinking that this is eventually worth another look, even given risks and track record and debt and administrators, and anything around 5 feels like a possible floor. Head saying never type those letters IOG again

There will be a lot of govt focus on NI in the run up to the 25th annversary of the Good Friday Agreement. They are desperate to find a solution to the EU protocol get Stormont back up and running and strengthen the union. There aren't many positive actions they can point to but a regeneration and growth story at H&W is certainly one. I'd expect there is a real urgency to get Samson and Goliath doing their stuff - and therefore I'd expect a few more govt related contracts incoming. They need to show momentum here having nailed their colours to the H&W masts. Macro stuff obviously. But a profitable shipyard hiring young welders is a story worth plenty of votes in the next election. Same goes for Appledore etc DYOR.

I imagine the refit of the frigates might be a possibility re Turkey

But nothing to stop you buying at these (crazy) prices?

The figure earmarked for Belfast alone in that Belfast tel article seems to be £864m. It looks like the govt want to make it a poster company for the next election, ticks all boxes: strengthening union, brexit dividend, levelling up, return to manufacturing, RN upgrade, skills gap, apprenticeships, renewables. .Prepare for multiple hard hat visits and lots of news coverage. Harl is in a perfect sweet spot, and the contract for the navy’s biggest contract seals its future. Hard to see how its is not a £100m company already on this contract news. My guess is that the bailie Gifford guy is closing his position for conflict of interest reasons - he’s just been made a partner. Still plenty shares to clear and lots to buy. Interesting days and weeks ahead. Dyor, gla

The obvious way to mitigate that appalling RNS was to note better flow data from Blyth and Elgood. In the absence of that can only assume that also remains a major disappointment. Hard to see much upside anywhere for me. Will go lower In the absence of any positive news I fear. Too many disasters, suggests the whole hub strategy is a crock - these marginal assets were clearly undeveloped for a reason. Hope I’m wrong gla

thanks Russel that sounds a compelling figure in relation to current £36m Mcap - expecially as the infrastructure upgrade is also now underwritten. PM and defence minister visiting and making this a centre piece of their levelling up/Brexit dividend campaign. Seems like a very modest rise today. Am I missing something?

does anyone know the % of the 1.6bn contract that is likely coming Harl's way?

there seemed to be no upside in the RNS to me - they clearly think Southwark is pretty much a no-hoper. Other assets of course but there was a lot riding on this one

Hard to see if there is a business here at all tbh good luck to all long term holders, faith has not been rewarded

they seem to be building solid news toward trading update on the 25th - I would guess they'd like one more big contract announcement before then, but either way can look forward to a very positive set of results and the beginning of a re-rate. Certainly lots of folk watching and tipping Hvivo for significant SP growth on the back of a full order book and booked revenue through to 2024. dyor

biggish sell after hours so perhaps that explains it