Member Info for Sp28

With less the 17m shares

53% owned by CEO

Simply no shares available, as seen by a small flurry of buys today!

Free float is non existent.

Perfect storm brewing here before Jan update

This should be £7-8 already, got some big catch up to do.

New broker PT will be considerably higher £10+ easy

No further info required here, SIMPLY read the latest trading update, ALL METRICS OFF THE SCALE!!!

Last month, we announced almost £6 billion in future build contracts, supporting shipyards across the UK - from Appledore to Govan.  

Find out more about how defence is boosting British shipbuilding

https://mobile.twitter.com/DefenceHQ/status/1600832825816715265

Thanks sparky.

Looks insanely undervalued.

Strong fundamentals
Tiny market cap
Tiny tiny free float (17m shares, 52%+ owned by CEO)
Significantly exceeding market expectations on all metrics
Growing profitable business
Massively undervalued now
Broker current TP on old news £7+, upon review will be materially higher.

Looks like the big boys are well and truly loading up for a big rerate. With no free float could get very interesting. Been held down too low for way too long.

DYOR

https://www.bbc.co.uk/news/uk-politics-63892381

With regards to IM, let common sense prevail, ticks all the boxes for what the nation desperately need.

Anyone interested in YU simply have to read the latest trading update. Leading upto end of Jan update, IMHO the price will be materially higher.

Sinve 2018, share price is down 67%, business has grown several fold atleast ;)

It will march towards ATH again soon.

Hence look at the market cap its only £65m.

Revenues 2022 will be £270m+ i think
Next year will be off the scale.

Revenues, Cash, EBITDA, was all off the scale in H1, and in the most recent update, they saying they will "SIGNIFICANTLY" exceed market expectations, mother of all rerates to come here.

Can easily surpass all time highs of £12+, market cap would be a measly £200m lol Just Incredible opportunity.

DYOR

The ones not researching properly may think the price is too expensive, however they don't realise total shares is only 17m here, quite unique, must be one of the lowest on LSE!

Anyone done a ounce of research here knows there is a humongous disconnect now.

What most do not realise Ben Wallace and the government haven't just given H&W this one giant contract, listening to all their rhetoric they want to revive the whole industry and the plan is to put the UK back on the map, a force to be reckon with. Build a capability that will be able to provide the needs for decades to come! It's a complete game changer if there ever was one.

DYOR

Market is sleeping here, should be £7-8 easy already, only requires time, and it will get it's rerate.

with the tiny free float, rerate will come faster than what people may think!

Ones in the know are quietly loading up. The herd hasn't even arrived yet.

They will arrive soon, and this will get very interesting over the coming weeks. We know there are no shares available, and very soon goes NT.

Right now probably one the biggest disconnects I have seen, market cap vs FV!
It's so stupidly valued.

Listen to the podcasts and read the RNS's. Simples.

DYOR

With the latest trading update and how the business is performing, they will all increase their TP to £10+ easy as a minimum

Even at £10n market cap would only be £170m, as the total number of shares here is absolutely tiny!

DYOR

HARL is hovering not even at 1 year high and since then has won several contracts aswel as the big FSS.

As the interview discusses, and loosegoose points out, most do not understand the multitude of industries HARL operates in, and not only that, more importantly the amount of work they will be able to bring in/bid for globally with the £77m upgrade and upskilling. This will accelerate their infrastructure and resources to then bid with the best globally providing endless opportunities going forward. Complete gamechanger.

Also new funding should be in place at the earliest tomorrow...

https://www.investegate.co.uk/harland---wolff/rns/proposed-debt-refinancing/202211090700077541F/

Sparky - as always, thanks.

Surely seems a crazy disconnect between the business performance and valuation. It will soon have to close.

@Sparky - what was the value of YU and associated Turnover etc when share price was £12+ compared to now!

Seems like its in a different stratosphere, and yet the market cap is pittance!

More than happy to hold as real value shines through over the coming weeks/months, it needs to rerate to a completely different level.

For those that may have missed this with the multitude of posts since!

https://mobile.twitter.com/HughElliottUK/status/1598054821499916289

@Kenny - Defence Minister was also quoted as 'by the end of this year'.

Either way, can be anytime now. Not like Q1 is far away, only 19 working days away!!

To change the narrative here a little ;)

We know it's coming, British Ambassador bigging up the deal at Navantia in Spain today, pictured with Navantia Big wigs.

Defence minister suggesting deal will complete by the end of this month!

At just £35m market cap (a complete joke), realistically what does everyone reckon this will go to?

For me I would say towards the psychological £1 value in an intsant, and still m/c would be jokes. Obviously longer term, will be materially higher once the dividends roll in 2024 onwards.

We know this has been manipulated down all week for the big boys to load up with a 'preferential' prices, can see from the big after hours trades.

Good weekend all genuine holders.