Member Info for Si_Derman

Away from home atm, so had to double check that todays rise was right or that it wasn't just showing yesterday's. Looking good. :)

The share started going when it got overbought on expectations or the natural ebb and flow of things. Simple as that really. It will retrace back to a level where it is deemed to be oversold or a "bargain", can't go any lower, cheep as chips.....

Or a bit of fluffy news tickles some fancies. BT selling a few is no biggie, imo. Good luck to the guy. Telling the world and expecting a favourable reaction. Hmm?

Tbh, No... One... Cares. Unless, that is, you are shouting about buying, endlessly. People love that kind of stuff. And it seems that the higher of a spike that they bought on the more buys they claim to have made. All the way down. Still trading, at the end of the day. Just short term opportunists become, forced, long term holders.

Have a nice day all. :)

Can't remember the last time that he spoke tbh, Bazza. Yes, it's been a while. Been travelling most of the day and missed the rise. Nice surprise. Only another 25% to get back to IPO. Sure CF could lay on some blarney to get it back up there.

Even moani is in danger of cheering up. ;)

Thought that "estimated" departure date given before was just for it to leave the building dock. Didn't actually specify where it was to be going to. afaics. Usually says SRQ or OQ, where it would be moored until the arrival of a tug. Last time, if I recall correctly, it just stayed in the building dock until the tug arrived. Maybe the harbour authority just need a date, even if only estimated. And if it has to change later, which they do a lot, then they amend it.

So not sure it's "delayed", as such, just a bit fluid with the dates. And what's to say that work is not being done on it even after they drop it in the water. Some finishing touches, spit and polish... :)

I believe that the "they" mentioned was in reference to H&W, Stokey.

That's how it read to me.

You were not the only one that thought something not quite right, Theta. ;)

A lot of profiteering about.

Always good to see old posters returning to give their 2ps worth.

Hadn't made that link just yet, Lottie. Twiggy is big into hyrogen as well. Any tie-ins there?

Fwiw, the Newquay Yard is right alongside the proposed Appledore Clean Maritime Innovation Centre.

See pic here.

https://torridge.gov.uk/maritimeinnovationcentre

Those two large white buildings bottom left are at the end of the yard.

See here.

https://www.harland-wolff.com/facilities/appledore/

Yes , indeed.

"Austal’s commercial vessel platforms include high-speed passenger ferries and vehicle-passenger (ROPAX) ferries".

Isn't that what is needed for the IoS?

https://www.austal.com/

Interesting, another new venture.

Gotta love a MoU in the morning. Will we have to wait for the cows to come home though. :)

Just in case some may get confused, they don't have a yard in Newquay, Cornwall. It's just the name of their quay along the warf from the yard.

The " de-ramping comment", as you put it, was more an open question to discuss. But feel free to go on the defensive if you want. Rather than just including a counter.

Would be like me saying that you are trying to create a self-fulfilling prophecy by highlighting Heb's " rinse-repeat" comment.

A less meaningful rise to half those sp prices would be fine by me. :)

Hmm, new clients and contracts are good but there a few things that just don't ring true with this announcement.

Having looked at the size of their opperations and facilities, one has to wonder why do they need someone else to "support" them at all. Is it just advisory? Is this fabrication that has "started", here and being shipped over; or is it over there? Or is it sending people out from the UK to work over there?

And as for the "recently opened" or the "...within less than six months of establishing our business in Florida".

What about the previous announcements?

"We’re delighted to welcome Graham Couser to our growing US base." Apr 12 2021

https://www.harland-wolff.com/news/harland-wolff-welcomes-new-member-to-its-miami-base/

Are they just trying to look to having more international work to tick a funding box?

Sorry for the cynicism, but have been here a long, long time and just don't take things on face value.

I'm expecting a lot of talking about change and not much to change. Same old....

Other than that, light rain showers and a moderate breeze.

Lol. At least we can't be accused of being the same person.

I just thought you were just a very fast typist. :)

As you mentioned the other day Lottie, Appledore does have a history of making the bow sections for the carriers. Wonder if that is the latest contract? Only half joking with that. :)

Sat through that meeting last week,Andrew, fwiw. It was posted about and discussed at the time. As per usual the same news is just doing the rounds going through the various news outlets. The "maxed out" quote has been miss quoted a few times. It was actually said by Tom Hart. He said, " right now we are busy, have been pretty busy all year. Infact have been "maxed out" with the people we have." That was when they were working on the big frame for BAE's SMITE facility alongside work on HMS Quorn. Of late, I had heard rumblings that they weren't quite so busy, so it was good to hear confirmation last week that they had picked up a new contract for the yard.

Still working on finding out a bit of info on what it might be. :)

Hopefully it's something do with the spare minehunter. Be good to get that out of the way.

Nice. Yes, good to see Arnish included. But not Appledore. So the contract mentioned in last weeks meeting is on top of this one. And with a more realistic time line as well. That should take some of the second guessing out of the way.

Talking of vacancies, I was looking down the jobs section on the H&W website and of the 49 advertised only about two were for people on the tools, so to speak. Lots of HR, accountants and managers of various types though. Under jobs related to the FSS, it has Appledore and Belfast, as would be expected as locations. But it also has Methil grouped in with them. Nice to see that they will be getting involved on some level. But not much mention of Arnish, afaics, only one for a HR maternity cover job.

https://www.harland-wolff.com/careers/

FWIW, for those that missed it, here is the Video link of the meeting I posted earlier in the week.

https://www.youtube.com/watch?v=j4_u7NHWAeg

I did a brief synopsis of meeting posted on 2 Nov 2023 @ 16:25 in the "Does somebody know something I do not?" thread further down the page.

Thanks, Chris. Downloaded the first link and wondered what was going on.