Member Info for stokey12

If we do not have an RNS tomorrow then there is a chance that the share price will slip due to the lack of news.

If you live near Arnish this might be of interest https://www.eventbrite.co.uk/e/arnish-careers-open-day-2021-tickets-183276784797

The Belfast Harbour website is now showing Dorset Spirit as scheduled to leave at noon on the 18 October 2021 extending its stay by 10 days.

Tapp ref 15.17 post If revenues are inline with the expectations then Cenkos would expect a loss of around £11m. However HARL have indicated they expect to breakeven. I think that would be the likely range. I would not be comfortable in going outside that range as there is insufficient information in the public domain on which to give an opinion.

Tapp ref 14.39 post Cenkos does not allow the sharing of their reports you would need to register on their website to get access to the reports. I would indicate that the most recent forecast I have seen from them does not go beyond December this year.

oldtramp ref 13.57 post with all due respect to Mr Poots I am not sure that he knows anything about how hydrogen is produced. I do not see how on farm production of hydrogen will work. I have shares in both PHE and EQTEC who use similar processes but in both cases you would need about 5 tonnes of feedstock everyday I do not see a single farm being able to produce that much feedstock. Production using electrolysis also has issues primarily the amount of water needed to produce the hydrogen.

Bubble2021 ref 11.31 post if you are referring to the appointment of Admiral Tony Radakin he is not a Minister. He is the incoming Chief of the Defence Staff replacing the outgoing Chief of the Defence Staff Sir Nick Carter. As the Chief of the Defence Staff he is the Principal Military Adviser to the Secretary of State and the Prime Minister.

Saw this https://www.dailymail.co.uk/news/article-10064841/Duke-Lancaster-cruise-liner-beached-Welsh-coast-1979-restored-venue.html I wonder whether the job of restoring a vessel that it originally built is one job too far for HARL. There is also the issue of paying for the restoration.

LSE03 ref 09.18 post I note that the area that RWE was awarded was in the North Sea so it is possible that HARL either on its own or with Navantia may look to get some of the contracts for this work.

oldtramp ref 16.15 post I think you are conflating two different things the £43m Saipem 2 contract is part of the same windfarm project as the current Saipem contract. This is different from the Scotwind leases which would not lead to any contracts until planning permission is granted which I think would be around 2024/25. Between now and then you have the Crown Estate leases for Offshore windfarm leases. What I think may happen is that HARL will try and get contracts from around 2023 onwards so that it has about five or six years of work

oldtramp ref 14.17 post Belfast Harbour website has European Causeway as having left port at 14.08 about two hours earlier than originally scheduled.

Bubble2021 ref 13.13 post thanks I did not mean to sound critical I was just trying to improve my knowledge on how to workout if something is a buy or sell.

Bubble2021 ref 11.57 post can I ask for clarification of your opinion which I am not disputing just trying to see if it can be applied in similar situations to work out if something is a buy or sell.

Speedy_Gonzalez ref 11.7 post if you have a look at this page https://www.londonstockexchange.com/stock/HARL/harland-wolff-group-holdings-plc/company-page you will see there was a 1m share trade at the full bid price. While this would normally imply a sell. However, equally due to the size it could be that the trader got a good price and it is a buy. It is interesting that either way it did not cause the SP to move in either direction.

Wiseinvestor23 ref 08.39 post the unweighted pipeline of £7.5bn is the total value of all the projects that they are considering. The weighted pipeline of £2.33bn is the value of the tenders that they believe they could win. I am not sure if those figures are still current as they may not include inquiries after DSEI2021.

AlbertoZ ref 19.00 post that comment seems to tie in with JW's visit to IslandMagee. I wonder why he chose this time to visit IslandMagee.

Just seen this tweet https://twitter.com/torridgedc/status/1445373674178105349 I note that HARL did not do a social media post itself about this. A few more clients like this one would not be bad,

Chrisatrdg ref 16.42 post I think either the Ruschi II or the Tim are delivering to the HARL facility at Methil and the other is delivering supplies to other facilities in the area. I could be wrong but I do not see that there would need to be two deliveries so close together. Also as oldtramp posted it was said y one of the managers that they were expecting one shipment in early October.

I am ot sure if there is any relevance but tomorrow BJ is due to give the leaders speech at the Party Conference. I wonder if we are going to get any warm words about shipbuilding.

This is the take from Press and Journal on the Arnish Job Fair https://www.pressandjournal.co.uk/fp/business/3515148/harland-wolff-arnish-holding-its-first-careers-open-day-at-lewis-site/