Member Info for Si_Derman

Maybe they are all just ardent followers your posts LSE.

Every time you re-post it they all just click on it thinking it's something new. ;)

You seem to have missed the bit about putting all that aside for a sec. I was responding to your statement about "sending it back to where it came from", that was all. Sorry, but on the phone, at work and only looked in while dodging showers. :)

Personally, I'm well aware of some of the issues with the SNIP and some of the limitations of the current infrastructure, South North pipeline etc. Putting that aside for a sec. As regards, "sending it back to where it came from", its t that the whole point. The mainland can't store any more than their current capacity. So if there was extra storage capacity at IM it would be just that, extra storage. To be drawn down when and where it was needed most at the time. Just because it came through the mainland from its original source location there is nothing to say it can't go back there to be used. Just a few extra miles in its journey with a stopover at IM. :)

Not always about making "more" money, BT. But rather retaining what you have already made. You then have more than you started with and relaxed enough to play another day when you feel the time is right. It's only hindsight when you look back at it. Sometimes you just have to trust your instinct in the moment. Time will tell if you made the right call. If not, we'll..... Hey ho. :)

Think some may have taken positions expecting news on financing and decided to take some back out.

Top of the downward channel and with a high RSI I was kind expecting something to happen. If only temporarliy before the next peice of the puzzle is announced. Or not.

FWIW, not been trading around the edges. ;) And not sold any, recently. Just sayin', before someones says the obvious tiresome jibe about "selling out to get in cheeper".

Just my chart, my interpretation.

https://invst.ly/121dhv

Oops, pressed the send button before the link.

https://www.northdevongazette.co.uk/news/home/1337729/people-urged-to-give-views-on-saunton-sands-windfarm-cables.html

Actually I believe they have a point in this instance . Two major projects that require cables to be brought ashore and connect to the grid. The White Cross array is planned to make landfall at the north end of Saunton beach and under Braunton Burrows, a major SSSI, UNESCO Biosphere, ANOB..... and the Xlinks cable is planned to come ashore a few miles south at Cornborough. Seems daft to have two areas disrupted when one could serve both.

Not anything to do with H&W, fwiw. Just a bit of background.

Almost posted this first thing this morning as Chris Fuller, the Economic Development Manger from Torridge, briefly mentioned floating offshore wind (FLOW) in the meeting last night. He spoke of working closely with the yard in this particular area and said that there was significant interest from developers and it was rare that a month goes by where they are not in contact with some of these developers. Adding the need for local content with these projects I would imagine that there is a distinct chance that they may get some work from things like White Cross array or the Xlinks Morocco-UK Power Project. Or at least some vessel maintenance/ repairs over the course of the projects. Not sure that the fabrication project mentioned is anything to do with those just yet though. But If I get to hear anything in that regard then I will pass it on to the board.

But, with most projects of this nature, like IM, there is going to be some degree of opposition. Namely...

Thought that's what we are here for, K. Share info, help each other and just maybe get a little jump on the market.

Anyone with different motives will be binned and ignored.

:)

Thank you Lottie. ( shakes head and rolls eyes) :) Pay attention Bond!

Yes, Atherstone on the left. Maybe they have covered up the Quorn for security reasons.

Unless its having a respray.

Stokey. Have a look behind them. :) Is that part of the plural?

Posting syncronised to perfection. :)

Last night there was a local council meeting which lasted for over two hours with a lot of boring local stuff to sit through. Which I did, so you might not have to. :) Part of it was to discuss education, employment and apprenticeships in the local area. To that end they had a few local business bods there including Tom Hart, Appledore General Manager and Tony Cole, Training Manager. Obviously there was a lot of talk about the structure of their own apprenticeship scheme and how it's buidling year on year. The current employee numbers stand at around 185 from only 40 a short time ago. They also restated the sort of increase they are looking at to get to their target numbers over the next year or so. Looking to be passed the 200 mark by Jan/Feb next year and need to be 300 strong by March 2025 when the FSS kicks in.

As part of their response to councillors questions about the availabilty of work for the yard Tom said, " right now we are busy, have been pretty busy all year. Infact have been "maxed out" with the people they have." They have a "healthy pipeline" of work. They also mentioned that they had just signed a contract this week for a new fabrication project. No numbers or details were given so it may not be something that is worthy of an RNS. We shall see, I guess. When asked if they had enough space at the yard the reply was, "oh yeah" . Visitors are surprised at just how big the yard is and what it can do. Mentioned minister visit earlier in the day. No names given.

There was talk of how raw material (steal) deliveries are restricted to the back of flat beds due to tidal issues making deliveries by water not viable unlike other bigger yards in deeper water. Which has the knock-on factor in "how" they actually build ships. Same with delivery of finished fabricated structures. Unless it floats. :) Mentioned the use of localised supply chains as being part of contracts.

Wish I had time to timestamp the best bits but it may be beneficial to use the fastforward function until you see anyone on the right talking. Tom starts at 24 mins in and Tony does a bit of a pitch with a video/slideshow. Difficult to see but I think it was the one from Petroc we saw them post a pic of some time ago. Their initial bit ends at the 1 hour mark. Chris Fuller, yellow tie, Economic Development Manger for Torridge gives brief mentions later regarding clean propulsion, energy cables, green hydrogen, floating wind... but not in any detail.

Worth a listen, I think as you may pick up on things that this breif description has missed.

Good questions from the councillor around the 45:30 mark that instigates most of the info posted above. :)

And I like what Tom says about the yard and the workers at 49:00 as part of the response.

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

I would. I was just in the process checking my notes and writing an explanatory post. ;)

There was lots to take in on first listen last night so excuse the criptic message.

Because when there are no actual facts or info, it's the only way than some can solicit a reply or get some reaction.

Even this thread, and to my own annoyance, this post.

Did you know about a newly won, and as yet, unnanouced fabrication contract? No? Or maybe you knew there was a ministerial yard visit that has not, as yet, been publicised. More recent than that Scottish bloke. Could there be plans to nearly double a workforce, somewhere. Hmm, not sure where?

Well, these are some of the answers that just might need some questions.

But, I don't want to be accused of fabrication or gossip, so you may have to wait for official news.

Sorry, i cant reveal my sources. :)

Link Removed.

And, fwiw, it was wrong when they last updated it and has not been corrected since. Think I might have mentioned that a few times. :)

Can I get you a chair? :)

Or is it just opportunities for those after votes to look like they are interested?

For those that can't be r'sed, here is a clickable link to the white paper on this page. :)

https://www.predatoroilandgas.com/mag-mell-white-paper-on-the-reuse-of-kinsale-infrastructure-for-lng/

Thanks for the link Scaffman.

It seems that it's the same people that keep coming up with these propositions, but i'm not sure how many actually get off the ground. I remember posting about the carbonx lot a few years ago with a similar storage plan around the Poolbeg area in Dublin. And maybe yet another one in Belfast. Near the Yard, if I recall correctly.

Thank you LSE. I was sat here looking back at old notes thinking where did the "L" creep into the conversation. Did I miss something? Thought is was always just NG being pumped in.