Member Info for stokey12

HarChris ref 08.05 post Yes I did say that as June is when the interims are out. As I do not have a crystal ball I have no way of knowing as a fact when other news. You have reminded me to modify that statement I am now of the view that we will have a Q1 update in March. There is insufficient information to predict when other news might come out. Before you ask I am still holding the view that the SP may be walked down but you may be right so I am covering both eventualities as my shares are in my SIPP and I want to safe guard its value.

AimMaster2018 ref 07.59 post Thank you for stating what everyone else already knows. If you had been paying attention all the predictions on revenues start from that basis.

Hopefully workers at both Methil and Arnish will keep safe with the Yellow Weather Alert for High Winds. All of you in Scotland hope you are able to keep safe.

twib was there a point to your 07.34 post?

MaryBr190 ref 07.26 post I agree with you clarity on how much additional cash will actually be paid would have been helpful. The RNS does show that whoever was doing the negotiations had skill in my opinion. To recover 70% of the contract value is indicative of where both parties agreed the apportionment of blame should lie.

I seem to keep forgetting to add links the link tomy 15.59 post is https://twitter.com/HarlandWolffplc/status/1626220048191983616

Chrisatrdg ref 16.02 post I was getting a bit concerned at the start of the year when the throughput at Belfast was a bit of a concern. However since January 31 has picked up. I recall seeing a post from Graham Couser on LinkedIn indicating that Belfast has work all the way to April.

I have just seen this thread on the HARL twitter feed does anybody know the answer to the questions on the thread.

According to the Belfast Harbour website next week Irish Ferries will be dong the changing of the ships. Dublin Swift is due to leave on the 21 and ISLE OF INISHEER is due to arrive. I wonder why a two ship booking was not mentioned. The ISLE OF INISHEER is a 180m Passenger RoRo Ferry which normally operates in France.

MaryBr190 ref 13.59 post that is not permitted on a Thursday when Parluament is not sitting before 6pm GMT.

LSE03 ref 12.35 post A good find it might make shareholder visits to Methil easier depending on the connections.

Jabido ref 10.46 post I agree with what you say about BAB and BAe. One of the biggest expense is the wages bill and Team Resolute were recruiting a third less people than Team UK. So HARL would be outbidding them on costs when it coes to a competitive tender.

Avyererdowt ref 11.25 post try this one https://www.bbc.co.uk/news/live/uk-scotland-64648879 looks like the link was updated.

MaryBr190 ref 09.38 See this article from the BBC website https://www.bbc.co.uk/news/uk-politics-64652747.

LSE03 ref 22.28 post Thanks for this as Navantia are looking to go into Offshore Wind they will need to use some of the space that they would normally use for shipbuilding for this. I have a vague recollection of reading something along these lines. I would therefore not be surprised that a chunk of that work may not end up being done by HARL. If that does not it may have the knock on effect of breaking the hold BAB and BAe have on frigate building for the MoD.

There has been two bits of political news that might impact HARL going forward. The first is this https://www.bbc.co.uk/news/uk-scotland-64656166. With Nicola Sturgeon no longer the First Minister it raises the possibility that the SNP might not be preoccupied about the question of independence and look at other issues. One of relevance to HARL is enforcing the local content rules in relation to offshore wind projects. If this was to be done HARL (Arnish) and HARL (Methil) might be able to get a reasonable share of the fabrication work for the various offshore wind projects around the Celtic Sea. JW has talked about this but we have yet to see anything positive.

The other bit of news is that we may see a deal on the NI Protocol next week. If this happens then the Northern Ireland Executive can be restored. The restoration of the NI Executive does directly impact HARL in two ways. Firstly, the Ballyumford Hydrogen storage project - As LSE03 has posted on before there are decisions relating to this awaiting approval but there has been no Executive to give the approval. Secondly, Any decisions that require Ministerial approval around can move forward. Looking at the timeline it may be that the absence of a functioning executive has caused part of the delay in relation to the judicial review as there was no Minister to approve anything.

The link for my 03.34 post is https://twitter.com/transportgovuk/status/1625768860707180545

Just seen this perhaps HARL can partner up with that new centre next to Appledore to bid for some of this.

Xenor ref 14.24 post I note that while I have no knowledge either way you appear to have discounted any possibility that in part the SP is being held back by RCP forward selling of shares prior to exercising some more warrants.

Xenor ref 13.36 No that would be hypocritical of me. What I am saying is that we do not know the reasons that are holding the share price down. While it is possible that theshare price might spike it is just as likely not to. So everyone should make decisions on the basis of their own research and not listen too anyone on this board including me.