Member Info for stokey12

mcadder ref 14.04 post I agree that the shareholder has a responsibility to update the company through a TR1 if there is a relevant change in their holdings. However, as far as keeping the list of significant shareholders up to date this is not an onerous duty so it should be easy to comply. There are two groups of people who are likely to find this information of importance. Firstly, anyone planning to award a tender would want to know who the main shareholders are. While they could obtain some of this information from companies house filings this would not give a complete picture. The fact that this information is not up to date might trigger a red flag. The second group would be a shareholder wanting to table a motion at an AGM or EGM they would use this information to reach the 5% threshold to get an item on the agenda.

As and when the list is updated I do not expect to see any rush of selling but there might be a few changes in the list of significant shareholders.

ban4118 ref 13.17 post As INFA in breach of the AIM rules has not updated the list of significant shareholders in 10 months we are unable to say definitively that institutions have not sold any shares. I can only presume that they are waiting for AIM to fine them before they update the list.

An explanation on the docking from Seatruck Panorama https://www.linkedin.com/posts/infrastrataplc_an-emergency-docking-of-seatruck-panorama-activity-6823901934555156480-pHrk

An emergency docking of Seatruck Panorama saw our team working around the clock to change the blades in just 48 hours. In, out and back into service - we know what matters.

I note that it departed on Monday and only now is it mentioned.

mrozzy ref 16.03 post at least they gave more warning this time.

oldtramp ref 14.25 post I would not expect the strategy before the House returns on 7 September. This is due to a convention that major policy statements are made in Parliament first. Mr Speaker is likely to hae some choice words to say if MPs have to wait weeks to question the government on the Hydrogen Strategy.

Incidentally the same point applies to the National Shipbuilding Strategy which will also now not be produced until September at the earliest.

This has been posted on Linkedin https://www.linkedin.com/posts/harlandwolff_over-the-last-few-weeks-we-have-held-apprenticeship-activity-6823567091115941888-5fNk

Over the last few weeks, we have held apprenticeship assessment days across all of our four sites. It’s been great to welcome such talented and bright people onto our sites and we look forward to shari g further updates on our new recruits!

As I understand it INFA will be getting a payment for each apprentice.

Chrisatrdg ref 14.59 post Baser on this article from the UK Defence Journal https://ukdefencejournal.org.uk/type-32-frigates-to-be-built-in-rosyth/ looks like all the new types of frigates will be built in Scotland.

JW has editted his original post on the Azura. https://www.linkedin.com/posts/activity-6816616384852717568-fK9D It looks like he is actively pursuing more cruise work.

oldtramp ref 19.57 post There is a Saipem 2 contract which will start next year we have a value of £43m for the contract which is about another 12 jackets. It maybe that there will be a third contract although I have not heard anything about that.

Si_Derman Ref 12.53 post Thanks for that sounds lie a good contact to cultivate. Hopefully it will lead to some more substantial work.

Si_Derman ref 12.36 post Sorry must be the heat getting to my last two working brain cells but who are you referring to in this post.

Chrisatrdg ref 11.40 post I was just going to post a link to this. The response to this reply was to note that nothing was said about its arrival. Does anyone know how much this work plus the paint job would have cost.

I am not sure what work is being done on the Azura but the Chemicals/Oil Products tanker Coralwater is visiting the SRQ on the 23 July. This would be the second visit in a month if I recall correctly. There will as far as I know based on current information any other ships in the drydock or the building dock.

TheEast Ref 09.28 post This has not been the only work done at Appledore but information is scarce. Information appears to mainly be given about what is going on in Belfast.

Saw this on the H&W Twitter feed https://twitter.com/Harland_Wolff1/status/1417023872545787909 has someone been talking to the PR Department. They did not say anything when it first arrived assuming it did not arrive this weekend.

Chrisatrdg ref 21.07 post see my 18.51 post from the 14 July. I am not sure why the Azura remains in the SRQ but there is no current indication that it will be moving to either BDD or BBD during the next 7 days. All I can presume is that whatever is being done can be done from the facilities on the SRQ.

spudtheplumber ref 18.50 post In the next six months news that might give the share price a jolt in my view is a favourable mention of INFA in the National Shipbuilding Contract, A further contract to fabricate jackets for windfarms other than Saipem. The next update in September showing a quarter on quarter increase in revenues. Also if INFA gets some more cruise repair work which is better promoted.

Chrisatrdg ref 16.55 post I cannot find fault with your reasoning. By my calculations there is a shortfall of about £5-6m between income that is known to be due this year and projected income for this year.

Chrisatrdg Ref 14.16 post Can I ask you if you do not mind elaborating on why you think positive news will come this month. I note that Parliament goes on recess from the end of the sitting next Thursday so any pre summer policy statements will have to be made by then.

BlairPeach Ref 21.37 post I must say it takes a certain amount of arrogance to think that your view of the value of H&W should be preferred to that of a professional valuers. For any lender to accept the assets of H&W as collateral for a debt facility they must have been satisfied that the total assets were worth more than the amount being loaned.