Member Info for stokey12

LSE03 In relation to your 15.19 post I note that the contract to fabricate the jackets was not retendered so it is possible that INFA will might be able to take it over. My only concern would be over the £30m guarantee. INFA does have assets to cover such a guarantee but it is not something I would support.

realturbo In relation to your 12.13 post I hope you were not trying to wind me up as everyone knows i have absolutely no sense of humour.

LSE03 In relation to your 07.51 post An interesting read in particular what it says about the timing of the rollout. Due to capacity constraints caused by existing work BAe are unlikely to get it so it looks like being between BAB and INFA. Do you agree?

pacman27 In relation to your 07.46 post I was not making a political point all governments do the same thing. The only saving point is that INFA are likely to be well placed to win some of the manufacturing contracts.

I have just seen this https://twitter.com/SkyNews/status/1369910817320271879 it seems that HMG are doing the normal pick a large number out of the air to make it look like they are doing something. I would be surprised if this level of investment would achieve much.

Loosegoose In relation to your 22.05 post of yesterday the only potential difficulty is if the investment is from a foreign investor at the % you quote that would trigger a referral to the Secretary of State under the National Security and Investment Bill/Act. This would cause additional delay.

Chrisatrdg In relation to your 19.30 post going through the comments there was one from Paul Blake who has left H&W after only four months in a full time post.

Just seen this tweet https://twitter.com/Harland_Wolff1/status/1369683980895875072 I wonder if this was bought in anticipation of something.

LSE03 In relation to your 12.12 post if INFA were confident enough to shell out to be a PLATINUM sponsor they must know something to cover the ROI.

I have just read this story https://www.bbc.co.uk/news/uk-scotland-south-scotland-49661019. If this goes ahead and the Portishead to Larne route is chosen what impact if any would jt have on the Islandmagee project. Also who owns the land that the Islandmagee project will be built on/under?

Chrisatrdg In relation to your 09.13 post I agree that when it says safely in the RNS and the newsletter I think it means information safety not physical safety. With the Integrated Review being published next week I suspect that all the main defence contractors will have been briefed on the implications for them so that they can get their press releases done. So i suspect that they simply did not want to be drawn on the integrated review.

BlairPeach In relation to your 09.08 post. Can you clarify the basis for saying that INFA does not have a year. That statement would seem inconsistent with the published accounts. It is quite clear that it has been generating revenues from ship repair work I appreciate that you may not wish to admit this as it undermines what you say about lack of cashflow.

Chitta123 In relation to your 07.53 post I agree that INFA needs to be more forthcoming with news. At present the only way we know about what ship repair work is being done is by looking at the length of time ferries are staying in the docks in Belfast. The statement on the integrated review will be around 12.30 on Tuesday unless there are other statements which will push it back. The leaks in the weekend press may give us a hint as to what is in the review and how INFA will be affected.

Stifler In relation to your 04.21 post I would remind you that INFA only leases the berths at Belfast Harbour that it uses it does not own the freehold so the value of the dry dock is not relelvant.

Among the questions down for answering on Monday is this one 'Douglas Chapman (Dunfermline and West Fife): What recent discussions he has had with representatives of the (a) Submarine Agency and (b) Office of Nuclear Regulation on the progress of the Submarine Dismantling programme.' If I recall INFA may own one of the few facilities in the UK that can do this work. It will be interesting to see what the answer is.

Speedy_Gonzalez In relation to your 18.49 post in the newsletter it says 'It is with regret that, due to the COVID-19 restrictions currently in place, we have been forced to postpone our roadshow event which was due to take place on 10 March. We considered holding this virtually, but we felt that it would not be possible to do this safely. '

I have just received an Investor Newsletter which confirms that tomorrow's roadshow has been postponed. Also that it will be replaced by a physical roadshow in Belfast later in the year.

Loosegoose In relation to your 11.29 post I am not sure how much the views of Gordon Brown will carry in this case as neither government is labour controlled. He might find it more productive to engage with the energy companies.

Capdevila11 In relation to your 13.00 post the reason why I identify the post I am replying to in that way is that some people post more than once on the same thread in which case it helps anyone reading the post to follow the post.

Jabido In relation to your 08.26 post I note the size fits the footprint for Appledore. Also I think the size may be too small for the other yards.