Member Info for Si_Derman

Okey dokey, Stokey. :)
Didn't get to watch the Investor Event as it was pulled, so thanks for that.

Have to agree with you there, Chris. It could not have been easy to achieve what they have in these difficult times. But , they have done themselves no favours, imo.
In this mornings statement they say that, "Triumph were informed by the Company in April 2021 that the Company had set the LOI aside following due diligence". So why wait till the eleventh hour to make it public. If that's not withholding vital information.. well?
Since the trading update on the 1st of April there has been the half year report, an investor event and the AGM.
Oh, and a placing. For good reason or not, that's not important in this instance. Or is it?
Nothing, as far as I can see, was mentioned about the shelving of this "possible", contract. With, "..each vessel would be expected to generate revenues... of between £340 million and £360 million over the 24-30 month period of fabrication, followed by additional revenues if further through-life support contracts are secured".
Nothing, until the time had actually expired and it had lost it's usefulness as part of the "pipeline".
Can understand why people are a bit miffed, tbh.
Putting on the rose tints or blinkers (green boxes) doesn't change the facts. (not aimed at you, btw)
Regardless of how much they have achieved or how successful they may become I don't think they have handled this well and have left themselves wide open for criticism.
And yes, it is easy to sit and snipe. However, it may not be so easy for people to sit back watch your hard earned dissapear down the swanny without venting their frustration sometimes.
I'm sure a decent bit of positive news and everyone would have something else to focus on. For a while. ;)

Should there be a similar concern with the teeming agreement with Navantia? Again, not long before a placing.
Has there been anything regarding the, " upskilling of the workforce... employees receiving training and acquiring new skills in Navantia's shipyards. " or anything else I might have missed?
So far, 2 out of 3 were bad. Sorry, Meatloaf.
Would have thought they would have at least put out an update to say work had "actually" started on the Saipem contract.
Even if to just divert attention from this "storm in a teacup", but no.
Expecting a few PDMR's later to grab that extra 10%.

In that case, it makes perfect sense. And thank you for agreeing with me.
It takes one to know one. ;)

Fair enough.I have not updated my holdings spreadsheet in quite a while so couldn't cross check it against known holdings from RNS's. Not sure on their sources ,tbh. Was given the link a while back on another stock where holders were sharing similar info and at the time it seemed to tally with what others thought to be a true and accurate account.
But always worth double checking, hey. :)

FWIW Stokey, I find it a very an unantural way to have a conversaton. Which is in essence what we are doing. If it was in response to something way down in a thread or indeed another thread, from yesterday or last week, then fair enough. But not in response to the previous post or something two minutes ago. Nah, that's just a bit odd. TBH
BUT, you do you. :)

Maybe they don't actually want to update it, purposely, as it looks to me that they have lost about 50% of the II's holdings.

Click on the institutions tab as it's set to funds.

Depends where you look, Stokey. You don't have to wait for Infa to update. :)
Here you go LG. As of the 30th of June.
https://www.morningstar.com/stocks/xlon/infa/ownership

"The game INFA is in now is not like plumbing when someone calls up on a Monday and you get the contract next week, in the world they are working its 18-36 month period for things to work through."
You've obviously not needed a plumber recently. I think they work to the same kind of timelines. ;)

Think this article is a little bit more than the other cut and paste job of TSS's statement.

"Offshore Engineer has reached out to Infrastrata, seeking comment on Triumphs claims and accusations.
The Infrastrata CEO John Wood told Offshore Engineer the company was reviewing Triumph's announcement and would release a statement if required."

Difficult to tell if they had already cancelled the LoI before the RNS or their statement of cancellation was a reaction to the RNS. Makes big difference, imo.

https://www.marinelink.com/news/triumph-subsea-terminates-offshore-wind-488881

Isn't that just relative though, BC. Or am I being thick?
I guess, just wait and see, and buy them on the open market once they are listed.

Not used PB before so unsure of the process. Anyone know if they will only a finite amount of available shares to allocate? And would it be on a first come first served or distributed so that all those applying when get at some of what they required?

From what I've read up on it's normaly the day before the IPO.

Some have, some have not, dependant on broker.
Lots of posts about it, if you check back through the previous posts.

Here's a link to his band that I posted at the time.
https://www.facebook.com/TheMetabollix/
Just in case he's playing in a venue near you. :)

He does like to get in first does that AW. :)

IMO, I think a few are miffed that they couldn't get a quick trade in as the timeline stated was to be quite quick after the presentation and they didn't want to get caught out.
Before, when we had actual dates to wait for such as the court hearing, voting results, etc. it got sold off and droppped only rise again as the traders got back in before the given date. And now just venting on CF for the missed oppertunity.

Thought it could have it's own thread, mijaed. :)

https://www.prnewswire.com/news-releases/intranasal-covid-19-vaccine-demonstrates-single-dose-efficacy-in-preclinical-studies-in-parallel-with-achievement-of-phase-1-clinical-milestone-301323591.html?tc=eml_cleartime

Ryan, aren't they just nominee holdings for PI's?