Member Info for stokey12

Tango1 In relation to your 07.42 the deadline for holding the AGM is by the end of the month but the deadline for filing the accounts has been extended by three months. This means that due to the delay in finalising the accounts it would not be able to lay the accounts at the AGM. I am not sure what the legal position would have been if the AGM was delayed I doubt that AIM would have done anything but INFA are rightly being cautious.

LSE have just tweeted that the problem is with the data supplier.

Fishboy100 In relation to your 07.48 post the RNS the JV between EQT and Ewergy will be the majority shareholder in the SPV so would hold more than 50%.

I see that we have the Notice of the AGM and that separately there will be another meeting to lay the accounts. If my maths is right which is unlikely as it requires me to backward count I make it that the accounts will be coming on or around the 23 January to allow for the 21 days notice. This also means that there would have been three meetings in a little over a month.

Thornback In relation to your 19.53 post of yesterday. The motion to dismiss was made by all three defendants against Aries. The February date relates to a procedural hearing which goes ahead if the motion to dismiss is unsuccessful.

Thornback In relation to your 19.28 post the opposition to the motion to dismiss can be found here https://jmp.sh/vFdlvAE It does not include any exhibits. The US put more court information in the piublic domain than in the UK.

ThisTimeNextYeer In relation to your 18.53 apart from costructing some of those big wurley things what other uses would there be for 16 concrete jackets.

Aries have filed their opposition to the motion to dismiss. I have not read all 23 pages but their is a risk that the motion would not succeed. In that case the next date would be the 25 February when the scheduling hearing will be heard.

Just seen this tweet I wonder if there will a response. Probably not for at least 45 mins.

Bubble2021 In relation to your 11.37 post I hink we are all contemplating the demise of democracy in the US

Just seen the RNS looks like at least some of the selling on Monday was Killick

How will this affect the March Roadshow which will be in Belfast will we be able to travel to it or will it be virtual. I have a reservation at the Titanic for the 10 and 11.

Bubble2021 I presume that the RNS relates to the first tranche of placing shares. A clear vote of confidence from the clients of Killick & Co. Tomorrow will be interesting.

ThisTimeNextYeer thanks for your 14.04 post and the link interesting read.

whatamess in relation to your 13.04 post my personal view is that both the weighted and unweighted pipeline figure. It stops a company saying we have a pipeline of £60m in tenders but realistically they would only win £20m in tenders. Using the weighted pipeline means that a more realistic view on revenues can be given.

BlueToff In relation to your 10.15 post the definition of weighted pipeline that JW uses as explained at I believe it was the 10 November Roadshow is those contract opportunities that they believe that they have a good opportunity of getting the business. The point of asking about the unweighted pipeline is that it gives an idea of the approximate win rate on tenders so if the unweighted pipeline is £10bn we can assume that the win rate is 20%.

I note that the weighted pipeline has gne up by £300m since June. (See the Cenkos initial reearch note.)

The following is the text of an email I have sent to the company. Does anyone else have questions for the general meeting?

'In the 23 December 2020 RNS it is stated ‘As the Group stands today, the Directors have identified a potential weighted pipeline of £2 billion in contract opportunities between now and 2025 and believe there are near term revenue opportunities of £80.5 million and up to £825 million in the medium term.’

In relation to this statement can I ask the following questions for answer at the 13 January 2021 General Meeting.

1 Where it says near term revenue opportunities can you please explain the timespan you mean by near term as I have read this to mean Q1 2021.
2 In the same vein can you explain what is meant by in the medium term.
3 Are the figures mentioned cumulative so that the £80.5m is part of the £825m which is it self part of the £2bn weighted pipeline
4 What is the value of the unweighted pipeline'

dawski37 In relation to your 21.49 post on checking the Belfast Harbour page the berth that Stena Embla is in D1C is not one I normally associate with H&W. I am not sure if anyone knows where this berth is. I note that on the 6th it shifts to D1S after Corystes leaves that berth.

Does anyone know how much it cost to Dry Dock a ship?

According to Belfast Harbour it will be in Belfast until the 9 January