Member Info for spudtheplumber

https://twitter.com/spudtheplumber/status/1363256193456762889?s=19

This tweet was written AFTER buying this management .....

That's the type of project Appledore needs!

Absolutely fantastic idea Stokey!
JW & AR will be drafting a LOI with EDF as we speak ;0))

Maybe get some work through Appledore first???

Having to pay over ask this afternoon.
I'm calling the bottom (fingers crossed)

Can anyone show me where it was ever mentioned that the LOI expired on the 30th of June?

Nothing became of it, like all the rest of the "projects" oldtramp .....

Great to see this continue

And so quietly

Sorry try this

https://twitter.com/pijoe1212/status/1411412926523711495?s=19

https://twitter.com/*************/status/1411403241233936387?s=19

Alternative link

https://www.*************.com/views/56629/infrastrata-placing-inevitable-and-is-there-anything-to-like

"Given the history of announcing great new opportunities just before a placing, and then all too often dropping the project afterwards, I have to wonder what the next pipedream will be? Perhaps a proposal for the new “royal yacht” powered entirely by hot green tinted air and built in Belfast?"

Pete has done a lot of the maths in this report Chris

PMSL
Where have I claimed to be the font of all knowledge?

Kazza some of your comments may make some people think you are very close to the bod ;0)

I agree , totally different industry! Not many plumbers will be taking 7 figures without actually producing any profit!

Maybe if JW walks it would be a blessing??

Dawski, I have every right to be critical of the bod who are directly responsible for the dismal sp performance imo.

Gresham were correct to want a seat at the board imo.
We have no independent voice at board level imo.
Malcolm is a serial NED and definitely a yes man as are Arun and the chairman. It's basically the John Wood show.
Whether they are successful in raising the sp or not makes no difference to the 2 execs ,they are paying themselves very well and only need to drag this out another few years and retire into the sunset....

I'm going to shut up now (unless Droders decides to keep posting....)

Give them space?

The sp has never recovered since Gresham sold out!

Any CEO worth his/her salt would try and keep a very significant holder happy imo.
But tbf the share price has never been a priority to someone who dilutes at any cost....

I remember talking to JW at tge December 5th presentation over 2.5 years ago and he was very critical of the previous bod and the SI 0.24p raise. He told me he would be wanting a premium to share price if he ever raised!! Lol lol lol.
2.5 years later and the sp is lower than the raise he criticised, sentiment is zero and overheads are astronomical

How much "space" do you suggest giving them? (Seriousl question)

The "profit" on that 9 million quid revenue won't even pay the executive directors exorbitant remuneration lol.

Bring in some totally original contracts with decent margins and it may start to look less like this is one elaborate lifestyle buisness for two fat cats.

And infa's track record of delivering original buisness is?

They had to buy the Scottish Yard to "win" Saipem contract ffs.

Droderick I have my suspicions who you are and, if I'm correct, it isn't big and it isn't clever.....

Droderick

"I especially use the word "lapse" because on 30 June, either a binding contract is executed or the LoI just dies a natural death"

Where do you get the info from about LOI "just dies a natural death"?
The only public information I can find is from the LOI RNS last December (13 days prior to a placing) which states

"Whilst both parties intend on executing a contract to build the vessels by the end of June 2021, it should be noted that this LoI currently does not provide for any binding obligations on either party at this point and should not, therefore, be construed to be a binding fabrication / build contract."

I much prefer these quiet, illiquid stocks.
Buy the fundamentals, top up on the dips and wait for the crowd to arrive.
Looking great here imo

No quote for more than 10k shares at close but bid was very strong.
Slow and steady wins the race :0))

Interesting Kaza is back bad mouthing Triumph lol

Looks like they did the trick.......