Member Info for Si_Derman

This might be old news, as it's 12 months old now, but I had it saved in regards to possible dry docks. Mainly due to their 50% ownership. Might be of interest so thought I'ld chuck it up. Did have this bit about drydock planning.

“We book drydock availability in five-year time frames because the vast majority of work that needs to be conducted cannot be done when the vessel is in operation, and the drydock is essential to maintain the highest of standards. Of course, regular routine maintenance or refurbishment activities are carried out as and when required during any of our vessels’ given itineraries.”

https://cruiseindustrynews.com/cruise-news/2022/01/msc-set-for-150-drydock-days-in-2022/

Morning Dawski. It was my understanding, from the Dec 30th update, that the contract had been terminated.
"The Company has also decided, in mutual agreement with Saipem, to terminate the contract for the fabrication of four wind turbine generator jackets for the offshore NNG Project."
And they were waiting to clear the site of anything related to it.
"Company and Saipem have commenced the process of negotiating and reaching a mutually acceptable commercial settlement in order to evacuate the materials from Methil and make way for other projects."

I cross-checked your post against your post regarding the Excalibur and that indicated its was D1C .
But you might want to check that. :)
Good morning, btw. I see the Excalibur is now in the building dock. fwiw
Nice to see both docks with ships in.

Have we just got a contract to build a huge metal horse?
;)

According to the RNS on Friday the 3rd just gone, Appledore land should be 1.91%. If they still hold.

.................................................................12/12/2022----- 01/02/2023------ 07/02/2023
Killik Asset Management------------------------11.74%---------6.92% -------- 6.92% (should be 5.5561%)
Hargreaves Lansdown Asset Management 10.82% -------10.82% -------- 10.23%
Lombard Odier Asset Management------------7.67%---------7.67% ----------Under 3% or gone?
Interactive Investors-------------------------------6.94%---------6.94%----------- Has this just added the Glasgow bit?
Interactive Investor (Glasgow) ----------------------------------------------------- 10.23%
Walker Crips Group---------------------------------6.78%---------6.78% ----------- 5.06%
Kavé Sigaroudinia-----------------------------------5.74%---------4.20%----------- 4.20%
Appledore Land Limited---------------------------5.39%---------5.39% ----------- Under or gone?
Pentwater Capital Management-----------------4.86%---------4.86%------------ Under 3% or gone?
Allianz Global Investors----------------------------4.82%---------4.82%----------4.56%
Sankofa Strategic Equity Fund Ltd--------------3.22%---------3.22%---------- 3.32%
Ravenscroft--------------------------------------------2.74%--------2.74%----------- ?
Halifax Share Dealing (Halifax) ------------------------------------------------------- 4.74%
A J Bell Securities (Tunbridge Wells)------------------------------------------------ 3.42%
IG Markets (London) ---------------------------------------------------------------------3.08%

.................................................................12/12/2022----- 01/02/2023------ 07/02/2023
Killik Asset Management------------------------11.74%---------6.92% -------- 6.92% (should be 5.5561%)
Hargreaves Lansdown Asset Management 10.82% -------10.82% -------- 10.23%
Lombard Odier Asset Management------------7.67%---------7.67% ----------
Interactive Investors-------------------------------6.94%---------6.94%-----------
Interactive Investor (Glasgow) ----------------------------------------------------- 10.23%
Walker Crips Group---------------------------------6.78%---------6.78% ----------- 5.06%
Kavé Sigaroudinia-----------------------------------5.74%---------4.20%----------- 4.20%
Appledore Land Limited---------------------------5.39%---------5.39% -----------
Pentwater Capital Management-----------------4.86%---------4.86%------------
Allianz Global Investors----------------------------4.82%---------4.82%----------4.56%
Sankofa Strategic Equity Fund Ltd--------------3.22%---------3.22%---------- 3.32%
Ravenscroft--------------------------------------------2.74%--------2.74%----------- ?
Halifax Share Dealing (Halifax) ------------------------------------------------------- 4.74%
A J Bell Securities (Tunbridge Wells)------------------------------------------------ 3.42%
IG Markets (London) ---------------------------------------------------------------------3.08%

All change.
Just doing the comparisons but looks like there are some new to the list.
Hargreaves Lansdown Asset Management 10.60%
Interactive Investor (Glasgow) 10.23%
Killik Asset Mgt (London) 6.92%
Walker Crips Stockbrokers (London) 5.06%
Halifax Share Dealing (Halifax) 4.74%
Allianz Global Investors (London) 4.56%
Mr Kavé Sigaroudinia (UK) 4.20%
A J Bell Securities (Tunbridge Wells) 3.42%
Sankofa Strategic Equity Fund Ltd (UK) 3.32%
IG Markets (London) 3.08%

I do find it amusing that anyone could think there could be even the slightest chance of a management buy out when there has been feck all managment BUY-IN's.

I would imagine any of then that were listening for all the other times it was mentioned.
The 16th and 17th of November RNS's, on the 16th December with the PM at Belfast, the 18th January RNS and finally Esther, the 1st February RNS.
We just need Daisy to get out into the field and graze for a while. As I think they've milked as much as they can from that cash cow, for now at least. :)

At some point you have to stop shuffling and just deal.

Oh, and this. You may remember this from last week. Red pill or green pill? Guess it chose green. (for now)
https://invst.ly/-7j4f
Very low volume so far today, fwiw.

One final word before I attempt to get on with my day. What I don't understand why people are treating killik as if it's one entity. Surely it's just a collection of accounts for other individuals. The fact that they seem to be acting as one in a concerted sell off makes me worry that they have been put off by something that Killik has been telling them. Otherwise it makes no sense. If HL, Interactive Investor or Barclays etc. showed a fluctuation in total holdings for the countless nominee accounts they hold, no one care. If there was a massive sell off from one of these brokers then people would sit up and take notice. I can't imagine that Killik have a huge number of individual holders on their books but they certainly seem to have tied up a large percentage of the stock over the last year or so. There is something more to this than just selling on news, paying a tax bill etc.
And cue Chitta, stage left. ;)

The missing bit from my 8:48 which got deleted when adding the link.

I wouldn't sweat it. Insti's come and go just like other significant holders. A lot of the time they have had the benefit of getting reduced buy-in prices from placings and the like. Just as fickle as pi's, tbh. I certainly don't care what they do or base my decisions on their holdings rns's. Just look at all the ii's that have held over the last few years.
Including, but not limited to:-
Oryx and Harwood, Spreadex, Crux Asset Management, Allianz Global, Lombard Odier Asset Management, Octopus Investments, Gresham House......
How many of them are still on the significant holders page, unchanged, or more importantly, have been replaced by others.

Okay.
At least the Titanic's props were alligned and it got a lot closer to the states than the HMS Prince of Wales did recently. :)

https://www.morningstar.com/stocks/xlon/harl/ownership
Swap from funds to institutions

Morning Jabido.
Isn't moving to automation and achieving 5000 employees at odds with one another?

What time does the paperboy drop the tele off Mary? ;)

More chance getting something out of this meeting than something from the RNLI. imo :)
https://www.afr.com/policy/foreign-affairs/albanese-prepares-to-unveil-submarine-pact-at-white-house-20230203-p5chmh

No. Something else.

You may recall this bit of spin from that well timed trading update at the end of last year.
"In addition to the M55 project, the Appledore facility has been successful in winning other smaller fabrication works which are essential to ensuring that the Company continues to build the skills required for the Fleet Solid Support Programme ("FSS") and keep a multi-skilled workforce readily available."

Well, I don't know anything about the OEM components but I did hear that they are still busy, with "something else".
No eyed dear what though, and they've got them big doors shut so you can't even see anything from across the river. ;)