Member Info for stokey12

Just noticed that H&W are advertising for a welding engineer see https://www.harland-wolff.com/careers/. is this a new vacancy also what is he difference between a welder and a welding engineer?

The result of the Integrated Review is due to made public next week with the detailed plan the following Monday. What would be the worse and the best case scenario people are expecting. In my view the worse case scenario is that the PM just waffles and does not say much in the way in specifics. In this case unless the Defence Secretary says something at the conference that will be on that day the share price will not move much and may continue its decline.

The best case scenario in my view is if the Prime Minister was to say that to ensure that there are viable shipyards to support the MOD HMG will guarantee a certain level of work at each yard. In this case we would need to wait until the 15 March command paper for the details of the level of guaranteed work.

Tango1 In relation to your 15.40 post as far as the interim results go I am with Loosegoose on this. I am expecting the interims to be published at the end of April as they relate to a period that ended in January and INFA have three months to publish them that means they have to be published on or before the 30 April. Revenues that will be reported will be higher than in the corresponding period last year the question is by how much. Based on what was said in the Annual Report a figure below £7m is likely to disappoint the markets.

Loosegoose In relation to your 11.53 post this gives INFA three vessels being worked on across two yards that should help the cashflow that BlairPeach and whatamess seem concerned about.

I have just noticed that the first day of this conference is the same day as the statement to the House on the integrated review. May not be much of a coincidence as by convention major policy statements must be made in Parliament first. The earliest that the statement will be made in the House of Commons is 12.30.

Chrisatrdg In relation to your 19.49 post of yesterday I found the last paragraph very prophetic. We will probably see in two weeks what the future is for sovereign vessels work at Appledore and Belfast is.

I have just seen this https://www.niferry.co.uk/irish-ferries-epsilon-visits-belfast-following-ulysses-return-to-service/ it would seem that ISLE OF INISHMORE is due to enter dry dock in April for around three weeks. No indication as to where it will dry dock but as it has dry docked in Belfast before possible that it may do so again.

dawski37 Thanks for your 16.09 post I hope I did not cause offence it is just that I prefer information which I have independently verify or comes from a source that can be trusted.

dawski37 In relation to your 13.08 post may I ask what is the source for suggesting a new customer may be coming. I just hope some of the people who comment on JW's LinkedIn posts would instead of congratulating him would drop some large contracts.

LSE03 In relation to your 13.27 post I note that the date of the publication of the detailed plans is just three days before the Commons goes on Easter recess. I wonder how detailed the plans will be if they actually mention firms as strategic partners that would be interesting. Leaks are likely the week of the 15 March.

It would seem that the Epsilon is a new customer. If that is correct then hopefully we will see her sister ships coming in for dry docking soon.

According to the Belfast Harbour website the Epsilon is scheduled to be in the Dry Dock until 18 March. If I recall someone posted an article from the NI ferry website that two Stena Line ferries will be going into dry dock from around 15 March until early April. So for the next month there will be at least one vessel docked in Belfast.

Bubble2021 In relation to your 12.49 post the exact wording of the email I received was 'An email will go out later today confirming details.' I am not sure what is meant by email in this context it may be that those who attended either the last Roadshow or the EGM will be emailed as they would have those emails. If that is the case I will post the details when received.

Chrisatrdg In relation to your 10.46 post I have been informed that something will be coming out later today with details.

ThisTimeNextYeer In relation to your 10.32 post I have asked repeatedly about this but have not heard anything I was in fact expecting an RNS about it this week. I will see if I can find anything out.

Just been on the Belfast Harbour and the above ship is showing as due in to the Building Dock on the 6 March.

Loosegoose In relation to your 14.24 post I note he has ruled out an RNS as it is not a material contract.

There was not much in the budget that I saw that directly affected INFA and was likely to lead to an increase in the share price. The deduction for investment will be of use being able to deduct 130% of money spent on investments from your tax bill would be useful. I wonder if that would take effect from this financial year.

Capdevila11 In relation to your 12.05 post I do not read Bewarethebrokers 11.28 post as the only reason for a strong buy. I have a strong buy recommendation on all my posts in relation to INFA even when the post itself does not justify the strong buy recommendation. My and I suspect Bewarethebrokers recommendation is based on a number of factors including the fact that my next investment review point is still two months away and there is nothing that justifies changing my view on the stock.

TheEast In relation to your 10.45 post that is the first of two barges mentioned in the Deveonlive and Business live articles. Hopefully the second will not be far behind.