Member Info for Si_Derman

Sorry, just realised that Teekay also owns the Dorset Spirit.

BP. I give in. How many? :)

Well the Eduard Toll is owend by Teekay and they have six of them. afaict
Impressive ship. Able to plough through ice 6ft thick.
https://www.vesselfinder.com/news/19442-Spotted-Eduard-Toll-Drydock-at-Fayard-Shipyard-Denmark

I last looked at the holdings on this site on the 28th of Jan when it only showed holdings as funds. Just checked again and under insititutions on the ownership tab it now shows Miton Asset Management Limited -1,940,000 as of Jan 31, 2022.
https://www.morningstar.com/stocks/xlon/qfi/ownership

From last Monday.

"Call for evidence launches as government aims to accelerate maritime decarbonisation by switching to emissions-cutting shore power at UK ports."

https://www.gov.uk/government/news/green-shipping-boost-as-maritime-minister-announces-plans-to-explore-shore-power

Make a JV with Aggreko for portable gen sets and we could have "a trailor in every port."
Sorry, rained off, so a bit bored. :)

Little something I spotted, fwiw.
"Only a few months ago the shipping industry was wringing its collective hands over the demise of plans to establish an International Maritime Research Board (IMRB) administered by the IMO and funded by a $2 per tonne levy on bunker fuel. Its purpose was to finance collective R&D into advanced fuels and alternative technologies that are essential to decarbonising shipping. The plan was in line with the IMO’s own strategy, if not the more ambitious Paris Agreement goals."

"Shippers are under just as much pressure to decarbonise their supply chains and are looking for initiative and leadership from their carriers. Lines that can demonstrate quantifiable progress will gain support. "

https://splash247.com/decarbonisation-should-be-the-priority-of-cash-rich-lines/

Oops, answering for another poster. Forget to switch back. lol

He did say, "agenda has a company update 12.30/13.30"
Would be very surprised if anything new will be divulged but happy to be wrong.

Or, maybe as he isn't, some thing is. :)

Yeah, I get it, Stokey. And well done, btw. Didn't mean to get all Sun Tzu. :)

Nice bender. ;)
That's two updates from the yards in two days. Guess they are back in the office after their jolly around the country doing the jobs roadshows. Will be good to hear back from Roly, et al. on how the investor day went in Belfast.

One problem here is the kind of news people would like, such as a big contract to bring in lots of quick revenue, isn't going to happen overnight. Taking licenced products through initial clinical stages takes time. Lots of time.
What's exciting for the scientists can be boring for investors. It's usually only headline grabbing positive results that can move the sp, in a meaningful way, as it can bring in lots of new investors.

No need, none taken. :)
He did, but why share the info is what I was trying to say.
These boards are not only read by investors in H&W.

Ah, that's where they've hidden it. In the main hall next to the dry dock. Did wonder how they were going to get it in the water.
I'm now wondering how they get it to London. I guess they tow it.
OT, did you say the Venture was up for sale? Hrrm? No, surley not. ;)

Nope, no uncertainty here. What camp do you think I'm in?
Clue. It ain't Butlins. :)

It might be just me, but I feel any discussion on these boards regarding issues that might arise with the JR is more helpful to those against IM. Personally, I would rather stay shtum than have issues brought to others attention.
Just sayin'

Killik has upped their stake. :)

LOL, we now have a minus volume.

BTW. There has been one trade on the Aquis exchange. Woohoo! :)

One would assume if there was one in the offing it would be at a discount, again, and that is normally preceeded by those in the know selling beforehand into a fluff driven rise in sp.
Would I be surprised though? No

I think he explained why in one of the last interviews.
Guaranteed if he did buy "at these levels" he would be accused of buying on the cheep.
Can't win. imo, fwiw. :)