Member Info for SYN00GOLD

I need to stop buying !!! Waaayyyyyyyyyyyy to many H&W for health :-)

Good to see H&W posting on twitter

...........I know is this share will be above 37.5p by end of September 2023. John Wood knows :-)

Analyst Opinion – reiterating the Buy recommendation

Analyst Peter Renton at the group’s NOMAD and Joint Broker Cenkos Securities has a Buy recommendation out on the company’s shares.

His estimates for the current year to end December look for a 350% rise in group revenues to £100m and then for 2024 a doubling of that figure to £200m.

On the basis of those figures, he looks for a pre-tax loss this year of £34.1m falling to £20.0m next year.

Conclusion – shares could easily double

If all this was not good enough to excite investor interest, it is well worth noting that the group’s management estimates that the sale of 100% of the Islandmagee gas storage development project could generate between £35m to £50m – that is more than the group’s current market capitalisation of <£30m

Had to buy some at these prices. Lets see over 12 months ?

https://twitter.com/Share_Talk/status/1630860157591642117

Cracklin' Rosie.................

The Company is pleased to report that its Backlog now amounts to circa £900m over a seven-year period, providing significant revenue visibility. In addition, the Company has a weighted pipeline of new business in excess of £3.6bn in revenues, which on a current win ratio of 34% represents a total of £1.24bn of possible revenues over the next five years, in addition to the Company's existing Backlog of £900m (total current and projected Backlog: £2.14bn), in order to help deliver its medium-term targets.

I am staggered by the current mcap.

Stokey, I am not even adding that profit of £45million. I am basing on projected backlog of £1.24 billion (based on win ratio of 34%) with a 24% profit margin = 60 million. Added to your confirmed FSS etc this is actually £105million profit/year,

I am trying to be as conservative as JW :-) I'll fuel the rocket !!!!!!

Excellent update. Equates to at the very lowest estimate approximately £60 million profit /year from 2025 (MINIMUM) based on:

The Company has a weighted pipeline of new business in excess of £3.6bn of revenues over the next five years; at the current win ratio of 34%, this equates to a projected Backlog of c£1.24bn
Cashflow breakeven expected in FY24
Target Group blended gross margin of between 24% and 27% over the medium term

I'll have a bit of that !!!!!!

John Wood, Group CEO of Harland & Wolff comments:

"It is gratifying to see the levels of activity that are already present in all of our yards, with the knowledge that this is only going to increase steadily - and materially - from this point.



The Harland and Wolff machine is really starting to hum and our ability to operate flexibly across multiple facilities will become increasingly important as an industry differentiator as our workload expands. We look forward to the future with increasing confidence."

Great news for NI, lets hope all parties are satisfied. Good for H&W too. JW keeping extremely busy and clearly getting deals done :

'Limerick for the weekend, talking to clients and supporting the team, interesting the number of different markets we have picked up enquiries from. Some times the small shows are better than the bigger events.'

Very comfortable, and just polishing the rocket :-)

AstraZeneca kicked off this year’s J.P.Morgan Healthcare Conference in style, announcing a $1.8 billion deal that gave it ownership of CinCor Pharma and its mid-phase hypertension drug baxdrostat. But while Fierce Biotech reported at the time that AstraZeneca was able to exploit CinCor’s deflated share price, that was only part of the story.

I want a tweet saying something like todays news from conference :
AstraZeneca kicked off this year’s J.P.Morgan Healthcare Conference in style, announcing a $1.8 billion deal that gave it ownership of CinCor Pharma and its mid-phase hypertension drug baxdrostat. But while Fierce Biotech reported at the time that AstraZeneca was able to exploit CinCor’s deflated share price, that was only part of the story.

https://angiotx.com/

ACE2 research

Lovely piece in FT, since Feb 01st 2023 we have had 5 excellent RNS alerts regarding growth of company. Revenue streams will continue to emerge and JW will be announcing very soon the enhanced loan facilities. What is the not to like. LTIP target for end of Sept 2023 of 37.5p which I'm confident will be smashed, warmer, sunnier times to look forward to :-)

Yup, great museum. Lived there many years ago in my AZ years. Beautiful City.

I just sold a few of my shares elsewhere to throw a few more in here. Quite overloaded now in H&W but feel comfortable. I am so heavily laden, I feel my shares are stuck on one side of The Vasa warship :-)

Very please for the management and the graft since 2018. This IS going to be one of the 'darlings' of AIM soon before moving over to ftse250. Enjoy the ride, unless you were on the VASA !!!!

Also noted this from traders VOX markets cafe:

Harland & Wolff Group (HARL), the UK quoted company focused on strategic infrastructure projects, announced that, as part of the £77 million Recapitalisation Plan for the FSS Programme, it has now submitted a planning application to extend its fabrication halls at the Belfast Facility. The company said it is pleasing to see that the regeneration plans that have been worked on since the acquisition of Belfast Facility in December 2019 are now submitted.

Comment: Another day, another RNS, for a company which is fast becoming a stock market darling, if it is not one already. Ideally, the current share price zone near 14p is the limit of the pullback from the highs in November near 28p.

Next post for me when it hits this initial target. Stay safe and well.

Try and relax and enjoy the Spring and Summer months. See you all on the other side :-)

Arrggggggggggghhhhhhhhhhhhhh sod it, back in !!!!!!

Back into the 25p/26p range...........................I am truly shocked !!!!!!!

Think this is a great share price, may buy some again :-)