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Killik is, as far as I’m aware, an execution and advisory stock broker. Not a fund manager. In other words, they are more likely to be holding the stock on behalf of an individual or family rather than for their own investment team. 12% is a very big holding, one wonders what the game plan is.

Hi - can any of you with more knowledge of shipbuilding than me (near zero) help me understand where Infrastata sits in the value chain please? I understand they own the yards where the work could be carried out, but how much actual building of ships would they do if, for example, they won the new Britannia tender? Would they use their own workforce, or hire contractors or have to partner with another shipbuilding company? Presumably it requires a lot of different specialist trades. What’s their value add, and so how much of the contract value might they typically retain? I’m sure it depends on the situation, but a rough idea would be useful. Thanks in advance