Member Info for TheDogFarther

For work currently being undertaken at Arnish the customers range geographically from the Stornoway Pier and Harbour deep water development next door to a mining company in Greenland. There is more work in the pipeline. To put it mildly, none of this could have been predicted with confidence two years ago.

"If the Harland & Wolff concept continues to develop along current lines, it will be one of the great achievements of 21st century British entrepreneurship to date. To take four moribund yards and mould them into a successful business in a highly competitive industry would be an extraordinary achievement."
https://www.stornowaygazette.co.uk/business/arnish-delivering-more-than-promised-4023907
I couldn't have put it better myself.
Good weekend to all TRUE HARLers.

Is Green for envy Bubble, because of all the money we are about to make on HARL.

The Good news for HARL shareholders is that all the delayed work will have to be done before the cruise industry can ramp up again ( Pun intended).

Blair , tell us how much did you lose on HARL due to your bad timing and investment judgement ?

Thanks for that LSE. However the only way they are going to get a type 32 in there is if they buy HARL, as we are going to win the £6 billion contract.

Blair Peach would (:

Still people wanting to get in cheaper i see. That's bad business , when a large contract RNS could land any day.

I know that companies are not valued on there assets, it even their current assets. However , just as a starting point if we decide the promised investment of 77m by the number of shares , it comes out to 44.5p. Undervalued, make your own mind up .

The UK has only roughly 5 day winter supply of Gas. I believe this fact alone will force DEARA to look very kindly on HARL upcoming IsalndMagee case.

Interesting to look at wholesale Gas prices. They have now dropped back , but are still double that of 2018.
https://tradingeconomics.com/commodity/uk-natural-gas
IslandMagee is an essential tool in mitigating the spikes.

Clever investors know another couple of Big Contracts are on the way.

Interesting to note that posters on the BAE bb thought that HARL was a One Trick Pony. The successful judgement in the IslandMagee Gas Storage case will end this. IslandMagee will bring in new investors in droves and push the SP to new highs.

It would add another very nice string to the RR. bow.

Ahh Banbury boy you are wrong. HARL is diverse. It has 5 main income streams including renewables. That's one place where BAE is sorely lacking. Companies like BAe are going to face mounting problems trying to become Net Zero. A sensible move would be to buy HARL and deduct the credits from the wind power and gas storage projects. Win Win for BAe in decreasing its PE ration and racking up Brownie points.

We know that they are coming. Dont miss out on the re rate.

Just added another 17186 @ 17.2.

Then return to start the fight back to true value on Monday.

What is the bb opinion on a possible bid for HARL , afters its £1.62 Billion MOD contract win ?

What are peoples thoughts on here about RR. putting a bid in for HARL after its £1.62 billion MOD contract win ?

Check out the 2018 investor report.
https://www.harland-wolff.com/downloads/presentations/Investor-Slides-051218-Upload-1.pdf
Dont forget this was based on 2018 prices. The returns now are substantially greater.