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Apologies broomtree allow me to put it simpler for you. In spite of JW's (the man) way of running the business (the ball) it is heading in the right direction and it will have a market cap that brings returns for long term Investors.
Invested my a*s
Play the ball not the man, yet
I have many criticisms of JW and especially Arun but quite frankly you 4 wolves as scaffman mentioned are the lowest of the low. I wouldn't p**s on you if you were on fire and so my message is to the fellow Investors.
We are all here to make money (and those 4 are spinning to reduce your money) and assist companies to do some good along the way.
Harl have brought 4 yards out of administration and employ over 1000 people, including apprentices. We have multi 100 mill contracts with the mod, we have the searose and we also have the 100 mill plus Falklands job in the bag.
This is astounding for a company that took on 4 failed fabrication yards.
The SP is extremely disappointing but I believe the company is well on its way to an extremely bright future where we will all get very handsome returns.
Finance deal will get done. Islandmagee will get built (hi consuela ๐ค). We are revenue rich right now and as long as you can keep your shares for a while longer you will do well.
This company will not go bust, and for that reason our money is secure. Once finance is done, ii's will come in which will stop this yo yo.
Appreciate all your constructive inputs, you know who you are.
One last thing, do not underestimate how much islandmagee could be worth. It's absolutely huge if seen through with govt backing.
Gla ๐
Https://twitter.com/IoSCouncil/status/1759624866842513522?t=qPZuMg3EIffW5-DJZKf-PA&s=19
For those that don't have twitter, LUF funding no longer available. In a nutshell, because the company are taking private funds, luf isn't available.
Much a muchness given how its all playing out.
Bring on finance and ml decision whenever they may arrive.
Gla and keep well ๐
Great to get this over the line! Cenkos note posted only 30 mill to go to get to 200 mill revs for next year. Whisper it but I think we might actually be on target for both this and next year ๐ฎ
Aim Market is shocking at the moment. It will take II's to lift us to where we value harl ourselves i think. Come on II's take the pretty safe gamble!
Gla and happy Friday
Thanks for the replies to my query folks. Again to reiterate, JW has confidently stated for many months that the company is comfortable with revenues sustaining operations without the need to raise. So i was thinking perhaps the fss money was helping. Might be a question for the investor call. One of many lol
Gla
Morning all, never a dull moment on the rollercoaster known as Harl (tower of terror sprinkled with fleeting moments of joy).
Can anyone with better knowledge tell me where in the balance sheet the 77 million upgrade payments would sit?
JWs confident statements around no requirement for a placing lead me to believe it is these payments that have helped during H1 and into H2 when revs weren't as forthcoming as hoped.
Gla
Haha great times, my lord its been a hard slog over the years! Thanks for posting buddy.
Huge relief and congratulations to all today ๐
This is the beginning of much short term newsflow and exciting times ahead for all. Let's hope JW can maximise shareholder value, whatever form that takes.
Personally prefer we keep some of IM as a free ride.
Gla, a fantastic day to celebrate โบ๏ธ๐
Heb, i have appreciated many years of posts from spud and speedy hence why i felt i needed to respond decently and in full.
You haven't earnt that and it shows with you completely missing my point. Don't needlessly deramp on shares people are invested in. It comes across like you'd happily go to casinos only to laugh at those that are losing on the roulette table
Speedy and spud, I think it might be time for you to move on. Back in the day when we were all pro infa/ harl, there were always people who would show up just to diss the company (consuela et al) and you would both argue back, defending your investment.
It ls really disappointing to read that you both have now become what you (rightly) argued against - those not invested, with no motive other than to trash a share that people have put a lot of money into. And it really strikes a chord to do it when the SP isn't going well.
We know what JW and Arun have successfully taken in salary etc, and ultimately its our choice whether we believe in harl giving a future return.
Stop trashing shares you're not in - you're coming across as bitter and not particularly nice gentlemen
some of you will recognise me, but many won't due to my intermittent absence from this board. since the arrival of fd and his other names, this board took a downturn. it also coincided with the arrival of the fss.
i've been a lth since the infrastrata takeover by adrian pol****. there has been many an oh poo moment where ive literally been thinking im losing my investment.
to read the board at the moment you would think we are now back in those dark times. i am convinced however that we are not.
has jw lost me lots of money on paper? absolutely
do i believe in the strategy that will turn the company into a 500 mill rev per year company? absolutely
we can all criticise the bod, but ultimately i believe we're on the right course and in the right (future) sectors to be very successful.
there's no chance a placing is on its way. for one thing, the nomad and suditors wouldn't have cleared the "revs are meaning we can wait for the debt facility" statement.
anyone talking of placings (heard it for months now on twitter from suhail, yawn) is blatantly deramping.
we're a small company building up to be huge, we're going to have debt to service such massive (fss) expansion. it happens.
i've asked the company to provide an asap 2023 update to limit the shorters arguments and i hope to receive a reply shortly.
disappointing to say the least re the sp, but im not selling any of my shares.
fss + jr result, anything else is just temporary noise in my opinion
gla and look after yourselves ๐
Hi Bubble,
Re an rns on the new company. I don't anticipate anything released relating to it as I'm pretty sure many companies have been set up previously. I don't know JW or Aruns motives for these companies but i think its not really anything to get excited about. Will do some research (to make sure im not going mad) but thats what I suspect.
Clock's ticking for my all be smiling by end of Q2 prediction! ๐ฌ
Still confident with the investment, although I do worry a tad about the interest rates (at home and with the company!). A positive JR should sort that out though ๐
Gla
Hi Chris, thanks for the posting. The quote at the end where it mentions "the judge will endeavour..."
Is that your own musings or is that from official channels?
Could be in for a great big of news ๐
Thanks for the link stokey. Unfortunately I pressed back by accident as i was just getting to the juicy bit (section 5) and now cant re access it. Would this be the section where LTIP has a place? Id very much like to share views on aim remuneration committee 'independence'.
If i interpret correctly, it looks like part of the changes will be for directors to justify the pay gap between what they are paid and that of the front end workers.
All nice words but likely won't lead to much change in that regard imo.
Thanks again for sharing
Gla ๐
I'm in no way negative but I'm sure the mm's will drop it Xenor, it's aim...although hopefully you're correct and therefore there'll be plenty of buys if mm's do gift a drop.
In any case, as the next poster states (apologies I forgot your acronym), JW should be well prepared for the plan B if needed.
Good luck all and keep well...see you all again when news drops ๐
Correct harchris. That's what he said which is typical of reviews of this nature. It's like pulling teeth though, every blummin day goes by Zzzz. But we are used to that by now.
One thing I really hope is that, should the JR go against us, JW and the PM attached to it are ready to fire out plan B on a big PR campaign so as to get rid of any negative spin around it.
Not long to go.
Positive news due, year to date revenue target update coinciding with 2022 results, Scillonian 4, JR and financing.
Fingers crossed and a big thanks to LSE for finally allowing emojis ๐๐
Gla
Thanks for posting LSE. That's a monster of a gas storage site. Couldn't find details but I suspect it's of a similar type to rough. 77 billion cube feet capacity, compared to our (initial 7 cavern) 17.6 billion capacity.
With ours being fast action, and brand new, it certainly helps with a ball park figure to think what value it could be long term.
Gla :)