Member Info for Si_Derman

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. :)

SJS, any chance you can use quotation marks when using other peoples words. Some people may have other posters on filter and not get the references you are using. You are are coming across as either confused or a schizophrenic.

Just sayin' :)

Now don't you start jumping to conclusions and assuming things, Stokey.

"only one conclusion", really, just the one? You have managed to eliminate everything else. Wow, you are good.

Sure you don't want to ask the audience or phone a friend? ;)

I was trying to get to grips with some of the abbreviations and which way the , "Provision of External Financial Services" were flowing. Was it for the company or by the company.

It says, Purchaser's Detail CPD - SUPPLIES AND SERVICES DIVISION

Is that this department?

https://www.finance-ni.gov.uk/construction-procurement-delivery

Is the DfE mentioned anything to do with the Department for the Economy or am I wide of the mark?

https://www.economy-ni.gov.uk/about-dfe

As the post say's she's old, it's obviously not the "new" cable barge they have been building for the KBR and BAE joint venture, KBS Maritime. So, they could be working on the big crane barge dredger that is moored just upstream from the drydock entrance that used to be moored up at Middle Dock. But from what I have been told the yard allowed them to moor up on their patch in exchange for keeping the area around the dock entrance clear of silt. A much cheaper deal than paying TDC mooring fees, apparently. You can see it here with a conveniently place big arrow pointing to it.

https://www.torridge.gov.uk/maritimeinnovationcentre

Also, as regards being busy, you would think that they must be getting close to being on the home stretch for the Quorn by now. And there was also recent talk them working on another vessel for the freight venture down in Penzance.

As an aside, there may be good reason why they could be working the old dredger. Appledore no longer has any quay side cranes. They were dismantled years ago and they now have to rely on a local crane hire firm if they need to get things loaded on to, or unloaded from, anything on the water. Having a decent sized and opperational crane on hand may something that they going to be requiring more of in the near future. It was touched upon a few weeks ago in regard to the Xlinks Morocco to UK power project that deliverings large components via the shipyard was deemed better than transporting them by road.

Anyway, just some a few assumptions from me. :)

That last sentence in the 08:55 post reminded me a little of the opening voice over from Alias Smith and Jones from waay back. "And in all that time, with all the banks and trains they robbed, they never shot or killed anyone."

TBH, none of this regarding JMW's history is actually new or big news, anymore. Although it may be interesting for anyone that didn't know to maybe get a feel for the individual, it has done the rounds many times before and the smoke from them guns has long since dissipated. I've base my opinion on what he's done since he's been involved with Infa/Harl.

GL

Read the comments. lol

Yeah, do better....

Just seems to be a mish mash of old news and pics with todays date on it. What's new?

" on her way from her shipyard in Tahiti to Belfast" Is it now? :)

Lance Corporal Jones runs in ....

What, even more troubling?

Camera switches to Private Frazer, stage left....

:)