Member Info for stokey12

WimH In relation to your 13.07 post leaving aside the issue of the bonuses for the time being. I do not follow the argument that INFA should concentrate on a single thing. If a company only concentrates on one thing until that thing becomes revenue generating the company needs resourcing. It follows if JW did not purchase Harland and Wolff the only way to progress the company would have been even more placings than has been the case just to cover running costs. You may not agree with the strategy that the BoD have adopted but it is generating revenues. At the end of April when the interim results come out we will see how much revenue has been generated between 1/08/2020 and 31/01/2021 this would give us the first chance to evaluate the strategy without the significant overhang of Covid19.

Jabido In relation to your 10.50 post I am not saying that we will not see a new customer on April 1 all I can say is that I cannot confirm it from the Belfast Harbour website. On Islandmagee as I understand it all that DAERA have promised as far as I know is to make a recommendation to the Minister. I am not sure that they said that we would have a definitive decision by 31 March.

Loosegoose In relation to your 10.07 I noticed that. The Belfast Harbour website is not showing anything coming in over the next seven days. Someone posted yesterday about a possible new customer docking on the 1 April. As nothing is showing on the Belfast Harbour website I wonder if the docking will be in Appledore is there anyway of checking that.

If you look at this page https://www.londonstockexchange.com/stock/INFA/infrastrata-plc/company-page there is an interesting trade timed at 17.06.11 I cannot work out if it is a buy or sell.

dawski37 In relation to your 16.51 post nothing is showing on the Belfast Harbour website apart fro departures tomorrow.

Tango1 In relation to yor 15.25 post what is the reliability rating on that using a 5 point scale where 1 is as reliable as a government statement and 5 is reasonably certain.

I have just seen this article https://ukdefencejournal.org.uk/hms-trenchant-returns-home-to-be-decommissioned/. Someone on twitter has questioned whether it will be decommissioned or just tied up on the dockside. As INFA owns one of the few facilities approved for marine waste disposal perhaps it could approach the Ministry of Defence about the safe disposal of this and the other submarines currently tied up.

Saw this post on LinkedIn https://www.linkedin.com/feed/update/urn:li:activity:6781203104697225216/ it would be interesting to see more about this webinar.

There has been a lot of discussion recently about the Marine License and the Islandmagee project. However, little has been said about the FSRU project. Is the FSRU still being progressed?

It seems that plans were shared at the webinar I wonder if they contained anything new in them.

It would have helped if I had added the link which is here https://twitter.com/Harland_Wolff1/status/1375469197099171841

Just saw this tweet from H&W I am not sure what the webinar was about does anybody else knows sounds like it may have been another profile raising event.

I see that the share price for no apparent reason has gone up 1.5p to 41p. Even when you look at the trde prices for trades there is no explanation for the share price. Are people just buying shares in case something is announced first thing Monday?

From the local paper with a quote from the HR Director https://www.fifetoday.co.uk/business/new-methil-yard-owners-to-host-careers-day-3177905

Tango1 In relation to your 08.46 post as next week will see the end of Q1 if there is a number of news items we might get a trading update.

Lottie123 In relation to your 08.34 post this is behind a paywall. Is it possible for you to cut and paste the article? But is the Asian shipyards are full it might lead to work for H&W.

With all these leases for windfarm developments is there an arguable business case for INFA to enter into an agreement with a developer where INFA does all the fabrication work and in lieu of payment receives a proportion of the profits.

Loosegoose In relation to your 16.07 post as far as the interims are concerned I would be very surprised if they do not show an improvement from last year as well as the year end. What will be perhaps of more interest would be the forward looking statements and whether they foreshadow any contracts. I am wondering if we will see an uptick in the order book.

Found this article https://www.insider.co.uk/news/energy-developers-invited-bid-first-22166231. Of particular interest is that it refers to five areas where leases will be given. One of the areas is Lewis. If I recall one f the two BiFab sites is in Lewis which makes it a natural site for fabricating the jackets that will be needed.

Chrisatrdg I think the administrators who sold the assets will be crying in their coffee if JW manages to land a large contract because they forgot to put in a clawback provision in case INFA managed to land a large contract.