The latest Investing Matters Podcast with Jean Roche, Co-Manager of Schroder UK Mid Cap Investment Trust has just been released. Listen here.
Stokey. 5%, I'm not so greedy. Even if infa could secure 0.5% that would be close to 100 times the initial purchase price of the Bifab assets!
On Tuesday I posted, "One has to wonder what sort of bunny JW is going to pull out of the Bifab hat?"
It seems the bunny is now revealed in the linked article..........an increase from 10 to 25% mandatory local supply content! Nice trick JW!
Land lease bids to be submitted by July 16th.
https://renews.biz/67457/scots-crown-increases-scotwind-option-fees/
Jane's weekly announced last week the revised shipbuilding strategy plan will be released in Q3. I wonder if major contracts will wait till then?
https://www.defensenews.com/global/europe/2021/03/23/new-uk-naval-shipbuilding-strategy-prizes-keeping-foreign-yards-out/
Tango, Stokey. Saturday 27th March will be exactly 1 year since the final ML consultation ended. I wonder if there's any (legal) relevance to the date of the expected decision? It's interesting to read again last year's Mar 30th ML RNS.
Obviously we all want the Daera recommendation to grant, but for Minister Poots to overturn that would make a mockery of the whole legal process, wouldn't it?
Bubble. Assuming one of those regional business hubs will be in Scotland, they will have to hit the ground running.
https://www.sundaypost.com/fp/union-leader-condemns-industrial-failures-as-steel-giant-teeters-on-brink/
One has to wonder what sort of bunny JW is going to pull out of the Bifab hat?
This breaking news will focus cruise operators to increase cruises around UK. H&W Belfast could get extra business.
Stokey. I relation to your 11.20 post could it be anticipation for ML decision in less than 2 weeks, only one year late? I expect a gradual rise as it approaches.
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/033020-uks-infrastrata-eyes-fid-on-n-irish-gas-storage-project-by-end-h1
Re: Covid19. As UK emerges first through vaccination program, momentum is building to relaunch the cruise industry around UK waters. Even 2 large US based Princess cruise ships planned here later this summer. We have drydock facilities for those biggies at Belfast.
https://www.maritime-executive.com/article/cruise-lines-moving-forward-with-summer-uk-cruise-schedules
To amuse ourselves in the calm before the storm (of contracts), let's have some votes / suggestions for the most likely contract . Feel free to add to my starters:
1. Marine licence award
2. Belfast large refit
3. Appledore new build
Stokey, I'd like to know where they get such info? Perhaps ex TR1 holders get some "special privileges". Time to buy more I think.......
Besides ML and integrated review outcomes, now more potentially good news as Viking cruises reopens from May.
https://www.cruisetradenews.com/viking-prepares-for-may-restart-with-coastal-sailings-on-new-ship/
no mentions to H&W Belfast or Appledore unless we are now in the sattelite or lithium mining business! Early days yet, so still hoping our pie-plate will fill up soon.
https://www.theguardian.com/politics/2021/mar/14/johnson-plans-to-use-defence-overhaul-to-strengthen-uk-union
As ML decision approaches I expect infa will be on a lot of aim investor radars. I expect a gradual rise or possible spike similar to before.....
Nice to see you back Setanta, hope you're happy! Are you still in here. I miss your thoughtful comments
The fun never stops on this rollercoaster! You can take Slovenia out of the communist block but you cant take the commies out of the country. Backhanders and backroom deals get the deal done there.
Blair, I have boot too.
https://www.infrastrataplc.com/investors/reports-presentations/
I've not found any previous reference to this here or on company media. Funny how it slipped in???
Some good (in a nutshell) info.......not much changed except bifab.
Thks Lottie.
Oh-oh, there you are again BlairP putting the boot in yet again! Funny how we are getting close to the ML decision and your pal LisaD is active on #infa.......
Stokey, Chrisatrdg. I'd like to receive the same investor newsletter if you can provide me contact details please. It's interesting the newsletter text you quoted, released previous to today's RNS, was exactly as the same.