Member Info for LSE03

https://news.sky.com/story/cornish-coast-wind-farms-five-areas-mapped-for-development-to-power-millions-of-homes-12645793

Perhaps also relevant for investor presentation discussions

https://www.gov.ie/en/consultation/5c087-consultation-on-developing-a-hydrogen-strategy-for-ireland/

I think H&W should be formally responding to this consultation. It has an all island dimension and is consulting on storage and export options. Relevant for Islandmagee.

The comments in the telegraph on the article generally support your view Si Derman and also berate HMRC.

https://www.defensenews.com/naval/2022/07/13/harland-wolff-wins-64-million-deal-to-fix-up-ex-british-ship-for-lithuanian-navy/

SUMMER INVESTORS' EVENTS

Our 2022 Investors' Events Programme has been extended to include a physical event in London and a virtual event to take place on the Investor Meet Company platform.

Following the recent announcements of the Cory 11-ship build and our first Defence contract award worth c£55m, you will have an opportunity to find out how we will be ramping up for delivery and meet with John Wood, Group CEO and Arun Raman, Group CFO to receive a Group-wide company update.
 

Virtual Event
Thursday 21st July at 6.30pm

The webinar is open to all existing and potential investors and will consist of a presentation, followed by a Q&A session.

Questions can be submitted pre-event via your Investor Meet Company dashboard up until 9am the day before the meeting or at any time during the live presentation.

Investors can sign up to Investor Meet Company for free and add to meet HARLAND & WOLFF GROUP HOLDINGS PLC by clicking here.

Investors who already follow HARLAND & WOLFF GROUP HOLDINGS PLC on the Investor Meet Company platform will have automatically been invited.
 

In-person Event
Monday 25th July at 6.30pm

The in-person event is open to all existing investors and will consist of a presentation, followed by a Q&A session, light refreshments and networking.

To register for the event, please email investor@harland-wolff.com.

Spaces are limited and will be offered on a first come first served basis. We are accepting RSVPs until 3pm on Thursday 21st July.

https://www.express.co.uk/news/science/1639869/mod-bae-systems-shipyard-govan-glasgow-scotland-ben-wallace-defence-news

MOD activity elsewhere - shows govt approach / thinking to some extent

https://www.naval-technology.com/analysis/are-uk-shipyards-prepared-to-invest-for-the-future/

Just in case you missed

https://www.gov.uk/government/news/new-electricity-networks-commissioner-appointed-to-help-ensure-home-grown-energy-for-britain

https://www.sharecast.com/news/broker-recommendations/carnival-shares-could-hit-0-in-face-of-demand-shock-says-morgan-stanley--10090218.html

Interesting to see Carnival is taking a big hit in the market at the moment

https://www.mirror.co.uk/news/politics/firm-bidding-15bn-warship-contract-27349946

https://www.standard.co.uk/business/lamprell-share-price-crashes-80-over-blofeld-takeover-stall-b1008246.html

https://www.gov.uk/government/speeches/the-uks-energy-priorities-enhancing-energy-security-and-pathways-to-decarbonisation

https://www.telegraph.co.uk/business/2022/06/22/sir-jim-ratcliffe-bring-gas-europe-bloc-scrambles-supplies/

https://committees.parliament.uk/committee/62/environmental-audit-committee/news/171496/committee-questions-national-grid-and-ecotricity-founder-on-governments-energy-security-approach/

Hear first-hand from the UK Ministry of Defence and the UK Department of International Trade at the MOD and DIT session at Seawork. The two HM Government departments will give an overview of the recently launched National Shipbuilding Strategy Refresh – a New Vision for the UK Shipbuilding Enterprise, details of the Ministry of Defence Boats Programme and the technical challenges, followed by a focus on the support for maritime exports through the recently formed Maritime Capability Campaign Office, covering civil and defence and finally the support available from UK Export Finance

https://seawork.com/newfront/news/uk-mod-and-dit-at-seawork

https://news.stv.tv/west-central/workers-walk-off-fife-fabrication-site-after-accusations-bosses-failed-to-pay-subcontractors

This is being reported

https://www.express.co.uk/news/science/1624703/ministry-defence-news-britain-ports-capability-royal-navy-defence-security-latest/amp#amp_tf=From%20%251%24s&aoh=16551970460752&referrer=https%3A%2F%2Fwww.google.com