Member Info for Kaeren

Came across this.

Appears to be similar to a job spec raised by H&L a short while ago. Difficult to glean much from it , save I think it may show intent to progress , though does nothing to confirm we will be the recipient of the contract.

Check out this job at Cenovus Energy: https://www.linkedin.com/jobs/view/3722907530

I have asked the following questions so far.

Can you please arrange an investor meet to bring LTH's up to speed on Yourgene products , work in the pipeline for new products and target areas to grow their offerings further.

Can you please explain to investors when we can expect to see a website that details all the products that are available commercially. It is like searching for a needle in a haystack and totally ridiculous to be told still in development.

When will you give the market an R&D update, my preference is to know what I am investing in. How are the Biosensers progressing?

Why has a CEO still not been appointed and are you actively searching for one ?

Are you looking to make a further acquisition prior to June 2024 ?

Can you please provide details of your marketing campaign for Winterplex, all we as investors see are a few posts on linked in. These products should be able to generate substantial sums of cash and it would appear to me that we have to date and continue to fail to penetrate the market. Why ?

Reading about the latest Variant and the US reverting back to free LFTs for all US citizens between Nov 23 and April 24 , what is the opinion of the board with regards to manufacturing the Novacyt self test oral LFT ?

I cannot find it anywhere for sale and investor relations do not answer any questions relating to this. So few have CTDA approval , surely hospitals would prefer this on all paediatric & geriatric wards. Are you making any attempts to sell the product ?

You are a million miles away from reaching your target for organic and acquisitive growth. What exactly do you intend doing to try and accelerate this in the immediate future?

Obviously it is extremely difficult to attract funds and any form of investment from institutions with the legal proceedings looming , can you inform us if any effort whatsoever is being made to address this ?

All I have seen is them closing out positions.

However they did not all do so immediately after the news was announced re legal proceedings , whilst some may have held for the potential upside of early settlement , I cannot help but feel your refusal to uptake the market clearly with a strategy and regular progress reports is also partially to blame.

Much as I dislike over ramped statements, aim is sentiment driven and your deliberate silence is a huge part of the problem. If potential holders understood the direction of travel , perhaps some would join on the journey.

I think the time has arrived ( many believe long overdue ) that you meet investors face to face.

Why not hold a town hall type meeting and address questions put to you ?

I expect very few if any to be answered, but hey gotta give it a go .

Thx LSE03, I see Artemis articles appearing with increasing frequency, certainly seen some incredible vessels.

I wonder if they might be competition for the Scilly route.

Perhaps the speed of build required may be a limitation on who bids. As ever time will tell. It was certainly welcome news to see official tendering open on bidstats this week. Big thx to Si_D & LSEo3 for the inf provided.

Now we wait for confirmation that the LOI progresses to a firm contract, thereby assisting greatly the 2024 numbers. In the interim watching production of Cory barges closely. The reason for slow speed of delivery was explained in a previous investor meet as being slow initially as component parts were manufactured and then assembled. Hence initially slow and then much faster. Competition between Methil and Belfast supposedly. This time when questioned about speed of delivery we were informed it was dictated by client. Whilst we are not aware of any complaints , indeed it would appear that perhaps a further order is on the agenda, personally would like some assurance that a milestone pyt will be generated within this fiscal year..... for obvious reasons.

Https://www.linkedin.com/posts/vito-cinquepalmi-4726695a_workshop-workshop-primerdesign-activity-7110993222847401985-Zfu1?utm_source=share&utm_medium=member_android

Question re presentation and IM.

Very ambiguous to me re govt.

He states ( not word for word ) talking to six serious, some tyre kickers , excluding govt. Does that mean he is or is not talking to govt about IM.

Towards the end in Q &A , talking to interested parties about usage , gas, gas then hydrogen, hydrogen or a govt strategic storage assest.

I don't know from what I heard if he is talking to govt or not about IM.

We may have to rock up with some CH₃)₂CO bagsy the day shift ;)

Hi Findingtheta , he/she is taking about such things as LUP, Hazardous substances consent, control of major accident hazards , borehole safety, pipeline safety, ya de ya , all regulatory compliance .

Nothing to get excited about 'stuff 'that has been executed numerous times in multiple places.

Thank you Lottie , that's basically how I view it , I'm looking at the bigger picture and much as none of us like the debt numbers I still think they are manageable.

I'd personally still like to see a COO ASAP.

Lottie re letter of intent , yes it would , however the reverse is true also. I think that is contributing to current Sp demise alongside funding.

Have you ever spoken to JW about the structure of the board. My preference would definitely be to install a very experienced COO immediately. I strongly suspect that Ian Ure the Strategy & Transformation Director clashed heads with JW and hence his short tenure.

I derived a level of comfort from his presence as it went someway to balancing the one man show to a small degree. I am not happy with the current mgt structure, JW should be eyes forward with the COO eyes down , providing a much need reality check.

Sorry , I meant many were saying it was a done deal and certainly portrayed that way in the media, not that you personally had said that , you might have, don't habitually reread posts .

Si-D , the others in the running for the Sea Rose are Damen and Navantia, although we have a LOI ( think for Sea Rose) perhaps a JV with Navantia to speed delivery on Scilly ?

Re Sea Rose , I only realised that our head of engineering Alan Haley has been with H&W 23 years , his breadth of experience is phenomenal & he must know the Sea Rose inside out. No doubt posted but I missed it.

That's how I view that too Broomtree , in the running , which is a substantial improvement on it being a done deal.... which I didn't ever think was the case.

Ermm perhaps the world shut down in 2020 , continued throughout much of 21 , lockdowns , no travel , no cruise ships , ferries blah blah. Personally thrilled he bought the yards , great foresight. Definitely won't be waiting years for finance , either he gets it or we go under. Place your bets . You're out , I'm in. If I lose I'll live to fight another day. Defo won't be here giving history lessons. When we get the funding and the SP is substantially higher, as they achieve forecasts , then we will see placing. IMO

Funny what cognitive bias can do , Si-D's post could equally be referring to those not invested who miss posting here. Home is where the ❤️ is.

Indeed , well that's one mystery solved !

Couldn't understand how a LUF could be awarded without competition.

Great , let's have a UK shipyard benefit from our tax pyts.

Sounds like Rishi has done a bit of a U turn tonight and dependancy on Gas will be pushed out.

Positive news for JW in his negotiations re IM perhaps :)

Does feeling as though you've been here for an eternity win any prizes :)

I'll wear the hat clown too , happy to add at these prices. The end.

As I said earlier I'll have to replay it but time doesn't permit that right now .

I was referring to the fact he said that yes the contract was included in predicted revenue. He need not have selected that question to answer Broomtree, I will have to replay in case I misheard.

Good evening jfk9 ? How will he squander it away ?

Do you mean with the debt he is incurring on the Shipbuilding side of the business , or if he sells it ?

Hmm indeed , I wonder why JW answered the question if the 65 /70 million contract was included in 2024 forecasts. Perhaps he knows it is just a formality , no need to answer that question at all if he didn't want to.

Perhaps he was just being honest 🤔