Member Info for stokey12

Infa are getting in on the act see this https://twitter.com/InfraStrata_Plc/status/1311596159979474944 Back to my meeting.

Saw this article in my morning legal roundup email https://www.lexology.com/library/detail.aspx?g=c47ecf38-52bc-411d-87c8-fadfb6a5c13e&utm_source=Lexology+Daily+Newsfeed&utm_medium=HTML+email&utm_campaign=Lexology+subscriber+daily+feed&utm_content=Lexology+Daily+Newsfeed+2020-10-01&utm_term=

Bananaman2 In relation to your 20.44 post of yesterday like you I am in both EQT and PHE but I am not as bullish about EQT as you. In answer to your question judging by when the share price started to move up I think here were two factors that gave the markets increased confidence in PHE. Firstly, there was the decision to takeover W2T this was viewed as a positive move which gave clarity to the business proposition. Secondly, the increased involvement of Peel further derisked the project so that the route to profit was clarified.

With EQT the markets do not appear to be as confident as to the route to profit. EQT has only reached financial close on two projects this year so while it has a long tender pipeline I suspect that the markets have doubts that they can convert the pipeline to revenues.

The man takeaways for me were:
Planning applications for sites two and three will be going in before Christmas with an announcement of were they are soon.
The American market would only be addressed once the litigation risk has been assessed.
The International rollout will start before the Protos plant is built possily before Christmas.
Dividends will be paid when the three conditions have been met.

So far this week there have been visits from the Royal Navy, The NI Chamber of Commerce and Bank of Ireland then the Secretary of State. With all these visitors I would expect an announcement of some sort as these do not sound like the kind of people who would visit just to feel the sea air.

An interesting listen I see all my questions were answered. I note that Tim Yeo admitted that he is not independent but did give an assurance that he will always act in the interests of all shareholders and not just former W2T shareholders.

Thanks I was just about to ask if anyone knew where this was.

I note the vote against resolution 10 was high. It might cause the board a moments pause. This is a normal resolution so the fact that a sixth of shareholders voted against is noteworthy.

The latest update on Ferry movements https://www.niferry.co.uk/stena-vinga-arrives-in-ireland-for-the-first-time/

sharesport In relation to your 11.09 post I noted that line as well looks like Peel may not wait for Protos to be built before moving on to the next sites. hopefully we can get planning permission a bit quicker. I aslo note that as soon as they start constructing Protos they will intensify the international marketing.

Jabido In relation to your 10.21 post about a month back I did email the Interim Director of Marketing and Communications at INFA her email address can be found under Meet the Team on the Harland and Woolf website. If youn go through my post history you will find her reply. In short no update until the Annual Report.

MajorThomas1 In relation to your 09.55 post I had a similar thought excpet in my case I was thinking that perhaps depending on how large his discretionary spend is the Cmdr was looking for a shipyard he could spot purchase repairs to vessels. The other possibility is that they are looking to train apprentices for thier shipyards. Both just speculation we will have to wait and see.

For those of you who are interested her linked in profile can be found here https://www.linkedin.com/in/kirsty-gogan-alexander-8153095/?originalSubdomain=uk

Jabido In relation to your 18.49 post I googled Cmdr Patterson RN who was one of the two officers on the visit.I came across this article https://www.belfasttelegraph.co.uk/news/northern-ireland/carrickfergus-named-as-venue-for-armed-forces-day-2021-39389493.html when you note his post the fact that he took the time to go on a visit makes me think he did not just want a day out. The other officer appears as if he may have been a personnel officer.

Malachi Inrelation to your 08.55 post what benefit is there in doing a consolidation. If the share price was sub 1p then I could see a possible argument but not with the share price as it is.

JackRussell2 In relation to your 08.30 post the 3.7 billion shares is the total issued share capital most of which are in the hands of shareholders who are unlikely to sell them so are not in circulation. There will only be any dilution if any further shares are issued and the only tme that is likely to happen to any significant extent is if or when Peel exercises its warrants to purchase 10% of the issued share capital of PHE. The share issues you are complaining about are necessary to allow PHE to grow so in the long term will enhance shareholder value.

It seems that the PR department is starting to get moving today's tweet seems to indicate that INFA may be getting some positive publicity. Anyone know this show. https://twitter.com/Harland_Wolff1/status/1310602325694836737

Simms45 - In relation to your 09.41 post you hit on a point of concern I had which is does Eqtec have the capacity to handle the pipeline? It may make sense to modify the current screening of proposals so as to exclude any that require development costs to be provided by EQT. This would cut the Q2 pipeline from 40 to 20 which may be easier to handle.

Newboy58 In relation to your 07.51 post I sare your concern. Any delays in reaching Financial Close will delay projects especially where applications for planning permission are needed. This is on top of some projects looking to EQT for development funding.

I note that the H2 pipeline of projects is 40 what I would like to know is the conversion rate. How many of these pipeline proects are going to lead to actual sales that will generate revenue growth.