focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Link taken from twitter:
https://x.com/navylookout/status/1790673836658082127?s=61
Si_D, our thinking here was the extraction fan noise could be related to paining the sweeper - which is due out soon. Attribution could also be given to hot work fumes, generator exhaust, last night’s curry, GRP…
2 + 2 = ?
BT - TOH walked past the Devon yard last week, thought there was a lot of noise from there and came to the conclusion there may be some fans running. Extraction fans? WDIK, but it could be that there’s some painting going on down there.
Had my eyes on two tugs this afternoon IVO Lundy. Looks like they proceeded down the river late afternoon. Wondering here whether they’ve gone to move that vessel that was on the mud outside the dockyard. Good night for it given the full moon and associated high/very high tide.
No matter how hungry you are, if you walk past a restaurant which is open but empty then the likelihood is that you’ll walk right past it and eat elsewhere. Contrast that to a restaurant which Is heaving and with a long queue outside. The likelihood is that you’ll joint the back of the queue and wait your turn. It’s human nature.
What’s the catalyst for HARL’s shares that transform them from the former to the latter? And I’m not interest in opinions in the length of the queue, that’ll become evident over time.
TIA
Have a great weekend.
He’s back … https://x.com/investni/status/1780530182295572596?s=61
Bubble, I should have said that this month’s candle had also traded at the low of last month’s candle. For some, that’ll mean something and the astute trader (not me by the way) would’ve known where and when to trade.
The SP remains in a very interesting place IMO. But if your thing is the yearly candle, then you’ll not be interested in HARL until 25.5 is hit.
GLA
Never ever advice
So, we’ve just traded above last month’s high.
Now what?
Does it continue up, or experience exhaustion and drift back?
If the latter, does it drift below last month’s 50%?
Who knows? But fair to say that TA is interesting.
Never advice.
Stokey12 09:37 - another interesting article over the weekend was that BAE wants to complete a FF in 60 months rather than the current 92. One would imagine that they’ll need to subcontract some of the work - even more so if they get the Norway contract too. Just saying that HARL has the kit and capacity. Time will tell, of course.
But then, WTFDIK?
Article in Telegraph today wrt Norway considering buying some T26s but BAE needs the MOD to show some flexibly with their allocation. Anyone know if H&W are doing some work for BAE’s T26 programme - fabrication etc!
Some potential there for the new robots should things pan out for BAE, IMO.
“Lower high” - agreed. Also seen recently a higher low = it’s poised. “To infinity and beyond” or zero. We’ve not long to wait.
Looking forward IDC to your scoping sitrep.
Just shooting the breeze: absolutely never advice.
ATB.
Hi Si, since 2 Apr I’ve had the SP close above, just, that diagonal line that goes to zero by Christmas. Obs my line will differ marginally to anyone else constructing a chart.
Are we on the launch pad? And if so are we headed to the moon, Mars or are we destined to blow up in situ?
Your thoughts/charting please.
Let’s see whether the dolphins survive, I hope they do, or take on a new colour as a bare minimum.
Hopefully a spotter will take, and upload, a new photo of the vessel on leaving harbour in its new livery (fast banana).