Member Info for LSE03

https://www.heraldscotland.com/business_hq/23295666.1300-jobs-via-pentland-floating-wind-farm-power-highlands/

Supply chain opportunity?

https://www.gov.uk/government/publications/longer-duration-energy-storage-demonstration-programme-successful-projects/longer-duration-energy-storage-demonstration-programme-stream-1-phase-1-details-of-successful-projects

This relates to Stream 1 funding of projects - seems a further £68m of govt funding available for projects progressing to Stream 2

https://www.mutual-energy.com/news/ballylumford-power-to-x-project-to-accelerate-the-commercialisation-of-first-of-a-kind-longer-duration-energy-storage/

This 12 month Project involving H&W should be completed in Feb 2023 with a Feb 22 start date. Does anyone know the outcome please?

https://commonslibrary.parliament.uk/research-briefings/cbp-9652/

UK Infrastructure Bank Bill being debated in the House of Commons this week - seems like a useful vehicle for providing finance with £22 billion available for projects.

https://www.europapress.es/economia/noticia-navantia-modernizara-astillero-puerto-real-cadiz-programas-navales-eolica-marina-43-millones-20230120143954.html

Gives a flavour of how Cadiz shipyard will be developed for both shipbuilding and wind turbines capability ( expect H & W yard development to benefit from this design thinking ) and makes the point the FSS is Navantia's largest export order, so Navantia have skin in the game and will want this high profile project to be delivered successfully.

Replying to Si Derman :)

:):)

For me it would make more sense to understand the outcome of Islandmagee in May, completing existing contracts and progressing for new contracts.

Thanks for the reply lsetown, makes sense.

If the shares went very low could the company buy the shares back and so reduced the issued shares. Could this be done without a formal announcement?. Sorry for silly question but would support share price. Appreciate cash might be the constraint.

https://www.tradefinanceglobal.com/wire/eu-funds-explore-financing-french-spanish-hydrogen-pipeline/amp/

Again Navantia through Enagas (5% stake) will have involvement with significant hydrogen project.

https://www.rechargenews.com/energy-transition/exclusive-shipbuilder-navantia-to-build-500mw-hydrogen-electrolyser-plant-with-world-renowned-technologist/2-1-1271647

https://www.reuters.com/article/enagas-ma-navantia-idUKL8N31K3L7

https://www.irishtimes.com/business/commercial-property/lease-on-harland-wolff-site-would-limit-residential-or-commercial-development-1.3985413

Interesting read

https://www.theyworkforyou.com/lords/?id=2023-01-31a.539.3

From this exchange the updated Integrated Review should be published before 15 March ( Spring Budget). See also H&W mentioned.

https://www.worldpipelines.com/project-news/20012023/cadent-and-national-grid-look-to-kickstart-the-hydrogen-economy/amp/

https://www.energylivenews.com/2023/02/01/national-gas-launches-with-new-vision-2/

Think H&W should be actively engaging with National Gas, the newly created company acquired by Macquarie from National Grid to properly understand gas and hydrogen ambitions for UK and the role Islandmagee can play. See video where new CEO says they are going after the hydrogen market. The future looks like gas blended with Hydrogen and National Gas (Macquarie) look like they want to be in that space.

"The newly created Small Boats Operational Command (SBOC), which is part of Border Force, brings together the government’s response to small boats under a single integrated structure, enhancing the work conducted alongside the military last year.

To support this, 730 additional staff will be recruited, with 100 of these located inside its UK headquarters, while the remainder will bolster operations.

New air and maritime capabilities including new drones, boats, land-based radar and cameras, will also be introduced under SBOC. This will aid our ability to track vessels on the water, identify pilots and help to bring those responsible to justice"

https://www.gov.uk/government/news/leadership-of-small-boats-operations-returns-to-the-home-office

https://uk.news.yahoo.com/labour-protect-scottish-shipbuilding-jobs-191053525.html?guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJbngcK7gckV3cgA9yivDfi1GD54PR3KjGu8c3cCIrukqYaBiG-QGzl5whvYl024JXGlQWoZpdhD5TbniPgc1JQFRuykMm1-ZaWPcpgJtCA0AIMTdgpxI2Lr-PlWK1C9QJzJeCpRC5t2WWcmMQAiN4rFts9LGWKWSeFLtH256L-b