Member Info for Si_Derman

Ah, memories of The Rom. Classic skate park from back in the day. :)

" Seeing the good work first hand" Firsthand? Does that mean, like you suggested LSE from the radio broadcast, that he is over there at the moment?

Yes, of course it is nice to see them busy but he makes it sound like the progress and the charter are new and down to H&W when it's been ongoing for at least six months. Quite a while before the takeover of KMS. But then, he does seem to have a tendancy of adopting others history as his own.

It will last as long as the ramping crew can keep it going, had their fill and moved on to their next target. Meanwhile all those that beleived the hype, bought in late, over leveraged etc. etc... are left wondering why, nursing a high average and eating regretti spaghetti. If you sell to early, but in profit, all you can lose it less profit. Hang on too long and you just end up underwater. So, no, not a tough decision at all. Wasn't last time and it won't be when the next pivital moment arrives.

But that's just my strategy, having seen how it plays out here time after time after.... But each to their own. :)

Unless they are the ones looking for The Merchant Royal that sank off Scilly 400 years ago carrying £4 billion worth of gold.

Might be a better venture that a ferry service and could even pay off Riverstone. ;)

Look for X-15, X-18, X-20 and X-24 Unscrewed. They've been in and around the Islands for a while. Currently all heading south West from the islands.

Thanks Scaffman, interesting article. Prompted me to look a little further interested to learn more about the BAM project as where she says, "commercial tension wasn’t necessarily retained" seemed quite a telling remark to make. Almost as if something had gone awry with an earlier phase with BAM Nuttall and retaining control before any contract is signed was their key take-away from the experience. Found this regarding a bit of background and timeline to the project.

https://www.falklands.gov.fk/commercialservices/capital-projects

Fairly confident that H&W will complete on the contract, but as it's taken a while so far to get to this stage, and given their outermost target of 2027, I'ld be retisant to want start including this in any anticipated revenue targets for the current year.

Fwiw, i've had a look on both Goggle earth and via Marine Traffic (in satalite mode) and it clearly shows how the six existing barges and how they are conected together to form the dock. Hopefully this link works.

https://www.marinetraffic.com/en/ais/home/centerx:-57.818/centery:-51.692/zoom:16

Sorry, misinterpreted what you meant. You mean get your funds in there incase in rockets outside of the ISA.

Don't think any CGT would be due "within" an ISA, X. So makes little difference when you use up your allocation. Not sure what isa's, or the deadline two weeks away have got to do with the subject of the thread anyway?

"slowly lowering the explosives into the system’s small opening in the ship deck" While at sea, with a crane!

Sounds like a really dodgy game of Operation. :)

Cheers LSE. Noted the article on the side with pics of the future HMS Belfast being constructed.

Missed a bit

https://www.maritimeuk.org/media-centre/news/harland-wolff-announced-diamond-sponsor-maritime-uk-awards-2024/

Harland & Wolff announced as Diamond Sponsor for the Maritime UK Awards 2024

"Maritime UK are delighted to announce British shipbuilding and fabrication company Harland & Wolff as one of the Diamond Sponsors for this year's Maritime UK Awards, which will be held at the Titanic Belfast on 5 June."

I see that ours neigbours Artemis are also there.

https://www.linkedin.com/posts/harlandwolffplc_activity-7175843732930338816-EPbi

Tend to focus more on the daily for most running observations and only use the hourly, and lower, for a bit more clarity for that final decision point.

https://invst.ly/142d8j

Had a quick look at your 2-up thingy. Will give it a bit more time when I get back from home from my current nomadic pastimes. :)

GLA

I had the gap from 9.90p to 10.40p So my take, and it's just an opinion, is I think it's more a case of it's entered the gap, but not filled it, just yet.

https://invst.ly/142ckj

As to direction or what now? On no news, as usual it will just find it's equilibrium between those seeing a bargain and those fearing loss of value in their holdings. Could change in an instance. I taken the emotion out of the equation as to what might or might not happen and just relying on other criteria.

The way this has been going the next RNS will announce that UKEF will now enter govermental talks so that formal approval can be given to select their prefered third party from a list of suitable candidates compiled during the appointment process. This is expected to start in........

:)

Thought I'd read this one, but apparently not. Cheers LSE.

Did you recognise what was in the picture alongside the crane barge? Looking at pictures of it elsewhere, if I'm not mistaken that looks very much like the Megan M you flagged up last week. I guessed it might be something to do with berthing dolphins being worked on.

It's all in the past now but we only have their word for there actually being another deal and so the terms and any benefits can only be guessed at. It was announced only a week after they drew down $15 million from the accordian facility from Riverstone that paid off Appledore. So not sure about the market crying out for it. Less than a week later we got the FSS Preferred Bidder RNS and we were off to land of "50p by Friday".

I wondered earlier what would have happened if they had never announced the "proposed" finance deal and just relied on news as and when it came in. Confirmation of the the FSS contract, got JR (round one) out of the way, more Cory barges and other contracts. Kept a steady flow of vessels coming into the yard whilst getting on with the yard expansions and upgrades from that never ending or decreasing £77m, kept up with staff increases to meet contract demand and in good time to get them up to speed for when the FSS kicks in. I wonder if constant can kicking and percieved failure to get it over the line has had a more detrimental affect than if they had kept schtum and only announced it when it was done and dusted. Same goes for unrealistic revenue targets. If it ain't 100% in the bag or you don't know for sure, don't put it out there.

Isn't the proof is in the eating. :)

Would be nice to have a clear date and format that they could stick to that would take some of the second guessing out of the equation. Here's a list I've been keeping for ease of reference.

RNS Date

??? ??, 2024 ...........................................................

Nov 30, 2023 https://www.lse.co.uk/rns/HARL/trading-statement-omkhd4kf6i8x1ya.html

Sep 08, 2023 https://www.lse.co.uk/rns/HARL/half-year-report-tje90aq74oczdoo.html

Jun 30, 2023 https://www.lse.co.uk/rns/HARL/annual-financial-report-ep2zh6g5jsqqw9e.html

Dec 30, 2022 https://www.lse.co.uk/rns/HARL/trading-update-a1t20e7biivdmhp.html

Sep 30, 2022 https://www.lse.co.uk/rns/HARL/interim-results-1g5xxmwm0qkt9s0.html

May 23, 2022 https://www.lse.co.uk/rns/HARL/unaudited-preliminary-results-bu51cnxgad8u7yj.html

Nov 01, 2021 https://www.lse.co.uk/rns/HARL/interim-results-2eortdki9kkxl3o.html

Apr 19, 2021 https://www.lse.co.uk/rns/INFA/half-year-report-hdvvx3v165ev37b.html

Jan 26, 2021 https://www.lse.co.uk/rns/INFA/annual-report-and-notice-of-meeting-t8r47clxftw94yr.html

Apr 30, 2020 https://www.lse.co.uk/rns/INFA/interim-results-boeo80hesduv6oz.html

Jan 08, 2020 https://www.lse.co.uk/rns/INFA/final-results-f7udfqln7p00zis.html

Apr 17, 2019 https://www.lse.co.uk/rns/INFA/half-year-report-9tdjzqzdlecwfx0.html

Jan 07, 2019 https://www.lse.co.uk/rns/INFA/final-results-and-notice-of-annual-general-meeting-7w2o8rjrpxsuabp.html

Apr 30, 2018 https://www.lse.co.uk/rns/INFA/half-year-report-o8q57sizrtclb18.html

I would imagine he's kept on a very short leash by JW controlling the news flow. Can't alude to things happening if people are kept up to date and in the know.

Thanks LSE. Ever hopefull of some involvement in the scheme as in the Associated British Ports news release they broadened their reach for the project to also include areas across the Bristol channel, " It will also be able to act as a ‘hub’ for a wider network of ports across South Wales and the South West."

https://www.abports.co.uk/news-and-media/latest-news/2024/abp-welcomes-uk-government-decision-to-support-floating-offshore-wind-hub-at-port-talbot/

... of posts mostly about other posters and what they did or didn't say. Which it seems that 90% of posts contain. Would welcome views on the company, the placing, the OO, partners, etc, etc... Even the whereabouts of the Lenadra whould be far more interesting than what A thinks of B in their latest killer put down. Wish I could offer up some insightful or informative posts, similar to Blackwashe's earlier post, as an example. But.... no, got nothing. :)