Member Info for stokey12

Just seen this https://twitter.com/Harland_Wolff1/status/1327651306056585221

Tango1 In relation to your 05.07 post I suspect that thesahre price is unlikely to move until the annual report and accounts are published. Even then it is only likely to move if the revenues are better than expected.

spudtheplumber In relation to your 19.42 post judging by this page from their website https://www.keynvormorlift.co.uk/services. If this job goes well INFA may be able to get more work from them and not just ship repair work.

Does anyone with local knowledge know is there any difference between the Appledore Shipyard and the Appledore Port. The latter is shown on VesselFinder but with no ships in port.

jabberba In relation to your 07.27 post that begs the question who have PHE been negotiating up to now. I would have thought that even a basic HoT would take more than a month to negotiate.

lolomcshizz In relation to your 07.06 post I agree with you I was expecting Thailand to bethe first International agreement signed.

Lottie123 In relation to your 15.03 I note that at the roadshow yesterday JW said that when asked by both the PM and the local MP about jobs at Appledore he has told them that they need to provide the contracts first. It was stated that no jobs would be hired unless there is the work for them. I do not detect from anything I heard yesterday any intention to spend money recklessly.

Chrisatrdg In relation to your 13.41 post I think that the share price has not moved because they are still studyng the presentation and Q&As. I agree with you about he timing of the major contract but would not be surprised if we get something this year. I remember that JW looked at the CFO in relation to one question as if to ask what can we say so they obviously were aware of something but did not want to say anything yet. Some AIM CEOs would have been waxing lyrical last night so it is a credit to JW that he kept quiet on confidential information. Having said that I think because he did not the analyst could not work out how much revenues would be going forward. It would be interesting to see how many of the new ship builds INFA does get and what the contract sizes are.

BlairPeach In relation to your 11.34 post having listened to yesterday's presentation including what was said about the ML I think you are being unfair to INFA. It would seem on the basis of what was said and the reply to an enquiry I made of DAERA that it is a case of feet dragging by DAERA whodo not seem to want to make a decision.

Lottie123 In relation to your 11.15 post I would respectfully correct one thing in your post. Appledore was bought in August so since breakeven in September the only additional expense is the cost of bringing Appledore back into use. I note what you say about the lack of information about earnings. However, bearing in mind the amount of work that is known to have gone into the yard it can be fair to assume that there has been significant income.

BlairPeach In relation to your 09.14 post. My synopsis was not a complete run down of everything that was said. It reflcts what I considered important. My recollection is that IM is still on they are hoping in light of the legal letters that have been sent and representations to the Minister that the license will be granted this year. Also the offtake agreement is still in place.

I forgot in relation to Navantia when answering a question JW got cautious and said that in H1 2021 calendar year we should start seeing some benefits. At any rate that was the gist of what he was saying.

I note that the roadshiw overran by over an hour to allow for questions as the presentation went on for an hour.

JW was being very careful about what he was saying so as not to let competitors know what INFA was doing but from what he did say the main points for me were

1 The FSRU project is on the back burner. It has not been dropped but it is not being pursued pending a review to see if it remains a strategic fit as set against other projects.

2 H&W reached breakeven on the Dry Dock work in September.

3 Between Belfast and Appledore around 6 ship builds are being bid for.

4 JW sits on a group with Babxxxk that discusses MoD programmes so has a good oversight of all the MoD programmes.

5 The slipway at Appledore should be fully repaired shortly. The dockgates are being removed so that they can be repaired and replaced.

6 Near Term revenues of around £40m are expected.

7 There will be RNSs on material contracts. (I got the impression it was not a question of if there are material contracts but when.)

I think those are the main things. If there were any analyst on the call it would be interested to see their take on it. What might have caught their attention is the comment about breaking even in September. Assuming that the reference to dry dock was to ship repairs that would mean that for the last three months of the calendar year all ship repair work will be adding to the profit line. It would be interesting to see how the markts react to the presentation ths morning.

Am I the only person having difficulty logging in to the roadshow?

Just seen this tweet https://twitter.com/InfraStrata_Plc/status/1326080352062992384

I will be logging in for the Roadshow if anything interesting is said I will post tonight if not I will post my thoughts tomorrow.

We have not had a RNS so far today. Will we get an intraday RNS it is possible as the login details for the roadshow have not been given. I suspect that any RNS will be after 5pm.

yellowf1 In relation to your 07.30 post I note that this is not the first post you have reported what response have they had. I assume you have had a response as you have clearly shown a tendency for DR to respond to emails from shareholders.

Tango1 In relation to your 07.32 if yesterday's announcement lives up to expectations that would be good as orders that have been on hold may be bought forward. That said I must say we need to be cautious as the announement came from the manufacturers and there is still a lot of unknowns in particular around safety. I suspect that most people will waitto see if regulatory approval is granted before bringing forward new investment.

I have just checked the belfast harbour website and the Viking Sky is showing as departing at 2pm today. If that is correct then it would mean that thre will be no outstanding ship repair work in port.