Member Info for Lottie123

Interesting find, thanks. I note that this company will use the funds to update facilities and look for merger and acquisition opportunities...in Norther Ireland

They specialise in ship repair and maintenance but are highlighting the growth in environmental propulsion changes as a driving force for business...

Ps I added the Northern Ireland phase to the take over bit...just wishful thinking.

these were upbeat today as deutsche bank issues a strong research note for bab**** up 2.5% with bae following on looking like another all time closing high. time will tell. let's hope the boe have been watching the various components of cpi that have already been published indicating that the offical april data due 22nd, will fall to 2%. oil is down 10% from recent highs.

the bank meets on thursday to decide on the next move. at the last meet, one voted for a cut whilst the remaining 8 voted for no change.

The weakest average earnings number since 2021 has pushed bond yields down and made shorts in fixed income and Equities scramble for cover. The Fed will take notice of this.

It would not be a loss of money, 8%, it would rebase the index. All other members would remain same value. A) I don't think they are serious and B) the monies from them divesting here would, to a large extent, be reinvested by the UK based funds into other UK companies.

Stokey. Coutts money move is a pimple on the markets backside. Companies have announced billions in buyback and takeoves are aplenty. These actions return money to investors, much of which gets returned to other UK investment. Relax. To be honest, their timimg is awful with the UK at one of its deepest discounts to peers ever.

HW we're, I believe, the first British team to play in Europe.

Following on from recent posts about inflation coming down dramatically, allowing the BoE to cut rates sooner, this weeks data reinforces that opinion.

Following on from growing unemployment and weakening demand, non food inflation (clothing, footwear and other non food) for April has come in at -0.6%. You have to go back to mid 2019 to December 2021 to find comparable negativity (deflation) Overall shop prices are 0.8% higher y.o.y in April vs 1.3% last month. This fall in the annual retail component of inflation, when added to the decline in gas/electricity costs in April, will see the offical inflation data fall dramatically when released mid May. It is possible to as low as 2%. The Bank of England must cut rates at next Thursdays meeting. To continue waiting will only exacerbate the criticism that it was too slow to raise rates when inflation took off.

Comments from the CEOs of NEXT and Primark reinforces the slowing inflationary forces. Without doubt this is very much to do with CHINA flooding the world with cheaper goods as it battles a slowing property sector, which has powered the countries economy for the past three decades. In fact, in one year during that period, they used more cement than the USA did in the entire 20th century.

For a comparison of performance. The S and P 500 in America was around 1,400 in 2,000 and it's now over 5,000

Xenor. My point was that these takeovers will put money back into the remaining market. Yes, some of the proceeds will not but the bulk of the billions in bid proceeds will.

Forest. I completely agree with you there is a degree of hype in the US. As for FTSE at all time high just over 8100...it was at 7,000 in the year 2,000. That's a long time for such a poor performance. It is down to the massive withdraw of funds by UK institutions in favour of overseas.

We have talked about the undervaluation of our domestic market vs International and the takeover of these bargains continues. BHP for Anglos this week followed today's bid for Darktrace. The penny will drop eventually that all UK indecies are below fair value. Keep holding as the tide has to turn sometime.

Sorry, I forgot to mention...two batches of three new ships.

This morning the FT runs s story that Sunak intends to go ahead and divert funds into building new multi role support ships due to the growing global threat.

Stokey. They are the companies assets. End of. Think this is all confusing the positivity. Relax all and enjoy the ride.

Is not the UKEF security/backing the most important element of the loan? Don't see why IM even comes into it.

It's difficult to put a degree of certainty on this proposal. It's difficult to assume any timeline. It's difficult to pin down how the public/private funding will influence the balance sheet (asset value vs debt structure)...

what is not difficult, is to realise that a company with a market cap of around £20m, with revenues growing strongly, involved in market sectors very much in the spotlight...represents an incredible opportunity for investors.

Should the if, buts and maybes of Arnish and Methil come to fruition, you will be buying into a company at a fraction of it's future value.

The uplift to NAV following huge capital investments in the four facilities, the accretive impact to net profit from state of the art, labour reducing machinery will all pay dividends.

As for the morning. Positive but no cigar just yet...finance needs sorting.

firstly, sonia never won eurovision, came second.

secondly, i am sick and tired of reading your replies to people you should have blocked long ago. if you do not give these people a platform for their keyboard warrior tosh, they will go elsewhere for their stupid pleasures. you are too blame!

they never add anything new, just the same old negative tosh. the sp is ****e, we all get it and we all have to deal with it.

if you keep telling them how stupid they are, they win...coz you are the stupid ones.

now block them and see them disappear...for gods sake!

Stokey. She definitely gave a big impression that the yard will be full most of the year. That would gtee the £200m 2024 revenue fcast...Tick

Stokey. I hope they are putting in sufficient footings to allow a second tier should the endeavour prove successful. It would not be a big additional cost but would greater flexibility in the future.

The second from last paragraph on page 4 highlights the socio-economic issues faced by communities in the areas of HW four facilities. This highlights the need for heightened consideration when awarding future MoD contracts...tick

Page five talks of creating a freeport or investment zone in NI...tick

Good post Kaeran