Member Info for Lottie123

Apologies. I took my eye off the ball. During the recent rally from the 17p level, a gap opened between Mondays high (19.43p) and Tuesdays low (19.63p) I missed it in all the euphoria. If a trend is to be sustainable, gaps need to be filled. This is not me looking for excuses but a genuine chart rule.
Today, that gap has been filled. I,like others, topped up with the close above 20p and am quite happy about doing so. It now remains to be seen if the stock can hold here and push on having filled the gap. Stay strong.

I suspect that any shorting of INFA is as a pairs trade eg the type of trading by hedge funds. Therefore, the decision to open or close their INFA position might not be influenced by how INFA SP performs but how the paired long position performs. Of course, we have no firm evidence of shorting but I feel quite confident that such position or positions exist. This morning, a seller was quick out if the blocks to snuff out any positive interpretation of the MoU. This is obvious someone who does not want the stock to lose its negative bias. Time will tell but should anything concrete come the week long exhibition, in the form of revenue generative contract(s), the price will jump no matter what bears try.

Loving the pullback to just above 20p. This is a classic breakout move. I fully expect this to be todays low with a close higher confirming the recent move. Stay strong.

It is clear that one of Europe's biggest players in combined shipbuild/wind, is eyeing the UK as a significant driver of growth in both aspects of their business. For them to share in this bounty, ideally they would buy INFA. After all, at the current value, I am sure they could find down the back of a sofa. However, the UK has made it quite clear that UK owned companies should be at the heart of future investment. This makes taking a stake build/bidding for, a poisonous move. The next best move is to partner with a company that is a) capable of winning contracts b) weak enough to need a partner.
To make this work, Navantia need their partner strong enough to win the confidence of multi national players who need certainty of contract quality and completition. For me, this is the next best thing to a bid for the company.

It seems the seller is spraying around blocks of 50,000. My interpretation is that he is aware of the importance that 20p holds. Previous high closes were 19.85p back at the beginning of August. This is going to be fun to watch, if we win of course. Still hovering over the buy button waiting to pay 20+ near the close.

https://conservativepost.co.uk/uk-set-to-supercharge-shipbuilding-industry/

Appledore was mentioned on GBNews show by Colin Brazier. Mentioned due to the need for 180 crew transfer boats re wind turbines. Not seen it myself but given heads up.

If the problem is pumping the brine from the salt cavern excavations close to shore, thus temporarily endangering maine life, how about buying a knackered old oil tanker, filling it with the brine then taking it out to deeper waters to be offloaded. Repeat the process... Simples.

Very slowly the tide is turning. The SP has moved above the 50 day moving average for the first time since falling below, following the announcement of the last fateful placing. A close above 20p is the signal. It should herald a swift upward crossing of the 50 day by the 20 day moving average. I remain ready to add again on a close above 20p.

The most important trade today is the closing. If it is above 20p, the seller is done and we can breathe a sigh of relief.

Si. I agree but if it was a couple of million, it would easily go at these levels on the basis it was to clear the overhang. The market would want to participate as well as they know they have battered the price in recent months.

It would be so much easier if the market came out and said how big the seller is. Clearly, despite multiple purchases, they have a large fish on the hook. I think, if given the chance, any bug seeling order could be done and dusted if it was to complete. Too much messing about. The demand is very high at this level so let's get this done.

Could not resist buying a few more. The reason??? My trading platform went to 0.8p spread. As I have stated before, the tight spread, or touch, over several months, has been indicative of an ongoing, large seller. Maybe, just maybe, I thought this widening might indicate supply is weakening. Time will tell.

Chrisatrdg. Thank you for taking the time to listen and review.
Any talk of the supply ship contract?

Whilst I am now fully invested, if the recent high of 20p is closed above, I will sell my body for a few nights and add to my holding with the proceeds. Might get me a couple of thousand shares hehe

Storey...re your flagship comment...ohhh to have such problems. Hopefully, Appledore would be suitable anyway. If they did win it, huge accolade and would make many detractors eat their words. Time will tell

In all reality, the FFS contract can only go to one of the two applicants given the lack of shipbuilding capability, by the others, in the UK. With that in mind, it would appear reasonable for an element of cautious optimism to be displayed in the valuations of the companies in pole position. Given INFA is a minnow (in share capital terms) with every chance of a major share financially should they win, the impact on EPS would be staggering with far more importance on its ability to survive and thrive. So i ask myself why the share price continues un-impressed languishing near all time low. Nearly all the trades showing as sales the last week were indeed purchase, I should know, I was involved. The MMs must still have a client willing to continue the downward pressure. This, in my experience, smacks of a party wanting the shares to weaken, this is not the act of a seller trying to get as much as he can for his holding. The current prices has zero premium for any of the avenues the company is currently exploring. Happy to keep fully invested. Will grudgingly accept if the company falls into administration because we all know the risks.

Given the all time trading low of 16.63p (ish) is now in sight, it is my personal opinion that anyone selling at this level is saying they do not believe the company will survive as a going concern. There continues to be a ready supply of stock, in large volume, which is difficult to fathom unless someone has information not in the public domain. I understand this has been a painful, long journey for many shareholders but to bail out now seems almost pointless. The company has to have an underlying asset value despite its other liabilities. I consider that per share value to be around these levels. I am convinced that if the assets within their portfolio were to be auctioned, significant interest would be shown due to the ever increasing need for fabrication of green assets. Hey ho, just my opinion.

Just added again, this time at 17p. Strange games being played. I guess AIM investor's should expect this type of behaviour from MMs. It is not like the primary markets. Hey ho, still putting money to work and remain 100% committed.

There is an interesting line in the statement.
"It is also another step in implementing The National Shipbuilding Strategy and increasing our domestic maritime construction capacity and capability alongside the type 26 & 31 programmes already underway."
This would suggest the contracts would be unlikely to go to Scotland.
Regarding IM project.
I have been reading a range of carbon capture articles and between Norway, USA and ourselves, billions are being committed (research and small scale modeling)... It is clear that sub sea caverns would be a good Start.