Member Info for Wiseinvestor23

I will do - the people telling me to stop don’t contribute much themselfs other that creating headers like arnish empty, and my reply shows we are also due 9 more ships before Christmas

News rich period to follow were the ML or any contact can see the Mcap valued at multiples of the current 32 - I will keep adding 4K more everyday until the ML is announced

We were 150p+ before issues with it, and shortly Afyer we’re start funding discussions 10x+ the current Mcap on top of everything else

https://www.thisismoney.co.uk/money/markets/article-10151959/amp/Harland-Wolff-negotiations-renewables-projects.html

I can simply stop posting but likely won’t

Write what ever you want - none of it matters - we have multiple pieces news that can be worth multiples of the current mcap

And what I copied and pasted that others may not have seen is that the ML has been approved and we’re just waiting to receive it - within a fortnight and the original timeline would be 8 days from today - it’s company making so excuse me for sharing what you should ecstatic about

Unless your like a cheaper entry

These prices will be gone soon - will stay quite for a bit and heavily buy any drip

Your not the only people invested and the legacy sentiment from LTHs is now irrelevant

Regardless of movement today - the ML will be granted within days and the public should know what that means so they can benefit themselfs from this well timed invested

We’re 50% up over the month - and any of the contracts in tender will be equal or larger than the current Mcap

52weeks highs will be broken on next piece of key news and 100mil Mcap will be seen going forward - not if but when - the future is Bright for all shareholders

Writing on a BB or not - I’m hovering up shares and will continue for the next 2 weeks staggering more everyday

30-200mil wind turbine contracts in tender
15 MOD contracts and we will receive at least 1
22 commercial vessels to be built
+ ML unlocks funding in the 100s or millions and actually 10x+ the current mcap - derisking revenues for 60 years

Iv been wined at for my post since I called the bottom at 17p - your welcome

Days away

Islandmagee Gas Storage
The Company announced on 13 October 2021 that it has been informed by the Department of Agriculture, Environment and Rural Affairs (DAERA) that it will issue the Environmental Consent Decision, Marine Licence, reviewed Abstraction Licence and Discharge Consent for the Islandmagee Gas Storage project (the "Project"). The issuance of these licences is subject to the Company's acceptance of certain conditions precedent as well its acceptance of ongoing monitoring obligations. Having reviewed these conditions, the Company is satisfied that it can successfully meet the conditions and ongoing obligations and has, therefore, informed DAERA of such acceptance. The Company now expects DAERA to issue the full marine licence within the next fortnight per the agreed timetable. The Company understands that there could possibly be a call for a judicial review once the award of the licence has been made. However, the Company is firmly of the opinion that such a legal challenge would have no merit and has, accordingly, procured third party legal advice and opinion which corroborates the Company's view.
 
The issuance of this full marine licence is an opportune time to undertake a full review of the best funding mechanism and the nature of our future participation in this project.  The focus on the current gas supply crisis along with support from the National Infrastructure Bank for shovel ready projects warrants further evaluation of the various funding options as the UK economy progresses towards its Net Zero target. As reported previously, the Project, whilst currently focussed on the storage of natural gas, has the capability, subject to regulatory approvals, to store large volumes of hydrogen. As the UK economy progressively transitions from natural gas to hydrogen, large scale hydrogen storage will be critical for the success of this transition. The Company warmly welcomes the Northern Ireland's Department for Economy's energy transition report in which the vision is to be a world leader in hydrogen production and export. The report clearly recognises the value of large scale hydrogen storage, given that should hydrogen ultimately becomes the fuel of choice for the wider economy, it will have demand and supply patterns (typical seasonal variations) that are similar to those observed in the natural gas markets. The Company believes that lessons have to be learned from the failure to check price natural gas price volatility and one of the widely recognised mechanisms to mitigate against such price and supply volatility is to have adequate domestic storage capacity. 
 
As the Company moves forward in its discussions with key project investors and stakeholders, announcements relating to the Project's Final Investment Decision (FID) will be made once those negotiations have been completed and a financing package has been formally agreed. 

Any one of the 22 commercial vessel builds in tender
The 15 MOD tenders
30-2

Harl rns

ML license to be granted shortly - unlocking 380-450mil funding shortly afterwards

Currently In tender for;

22 commercial vessels to be built

In tender for several wind farm contracts from 30-200mil

In tender for 15 MOD contracts out of the 24bn budget

500mil per annum at 80% capacity

32mil Mcap

Load and hold - HARL with have a 100mil mcap shortly after ML is granted

Or if any of the above contracts land which they will shortly

Islandmagee Gas Storage Project
The Company announced on 13 October 2021 that it has been informed by the Department of Agriculture, Environment and Rural Affairs (DAERA) that it will issue the Environmental Consent Decision, Marine Licence, reviewed Abstraction Licence and Discharge Consent for the Islandmagee Gas Storage project (the "Project"). The issuance of these licences is subject to the Company's acceptance of certain conditions precedent as well its acceptance of ongoing monitoring obligations. Having reviewed these conditions, the Company is satisfied that it can successfully meet the conditions and ongoing obligations and has, therefore, informed DAERA of such acceptance. The Company now expects DAERA to issue the full marine licence within the next fortnight per the agreed timetable. The Company understands that there could possibly be a call for a judicial review once the award of the licence has been made. However, the Company is firmly of the opinion that such a legal challenge would have no merit and has, accordingly, procured third party legal advice and opinion which corroborates the Company's view.
 
The issuance of this full marine licence is an opportune time to undertake a full review of the best funding mechanism and the nature of our future participation in this project.  The focus on the current gas supply crisis along with support from the National Infrastructure Bank for shovel ready projects warrants further evaluation of the various funding options as the UK economy progresses towards its Net Zero target. As reported previously, the Project, whilst currently focussed on the storage of natural gas, has the capability, subject to regulatory approvals, to store large volumes of hydrogen. As the UK economy progressively transitions from natural gas to hydrogen, large scale hydrogen storage will be critical for the success of this transition. The Company warmly welcomes the Northern Ireland's Department for Economy's energy transition report in which the vision is to be a world leader in hydrogen production and export. The report clearly recognises the value of large scale hydrogen storage, given that should hydrogen ultimately becomes the fuel of choice for the wider economy, it will have demand and supply patterns (typical seasonal variations) that are similar to those observed in the natural gas markets. The Company believes that lessons have to be learned from the failure to check price natural gas price volatility and one of the widely recognised mechanisms to mitigate against such price and supply volatility is to have adequate domestic storage capacity. 
 
As the Company moves forward in its discussions with key project investors and stakeholders, announcements relating to the Project's Final Investment Decision (FID) will be made once those negotiations have been completed and a financing package has been formally agreed. 

Tender for 22 commercial vessels
Tender 15 MOD contracts
Wind contracts from 30-2

https://twitter.com/Hydrogen_NI/status/1453737854060744724

https://www.vox. m arkets.co.uk/articles/john-wood-of-harland-wolff-infrastrata-mou-with-navantia-and-windar-renovables-be85514/

Hi all

So at 8 minutes JW says the first UK defence contract is due in a few weeks, a several ship deal due the third week of October (. https://www.linkedin.com/posts/john-wood-34601247_seatruck-seatruckferries-belfast-activity-6856970343689527296-tWLi ) and 9 ships booked before the end of the year. - I wish they told us the value of theses ships - we also had the Stena - and the Dorset spirit for nearly 3 weeks

Also at 1430 JW says we’re in tender either directly or via JV for almost every UK defence contract available at the moment and that the demand is so much that between all of the dockyards in the UK there still isn’t enough to meet the capacity.

The UK defence contracts can now be granted after Wednesday spending review - as well as the wind and renewable side - the demand is there and now the money is able to be spent and contacts signed - https://www.harland-wolff.com/news/pm-announces-largest-military-investment-in-30-years-a-comment-from-john-wood/ It’s worth reposting this video of boris Johnson mentioning appledore and arnish to be included in the British shipbuilding reconnaissance and be mindful that all he speaks about is now to come into effect after last weeks review - and it’s now 24bn for shipbuilding we will benefit directly and indirectly from outside of other clients.

Within 8 days of tomorrow HARL can receive there ML licence which would be company making by itself - it unlocks the 380+ funding discussions that were almost concluded when the SP was 154p - after the ML is granted I believe funding will be concluded within 2-6 months as Island Magee as a solution to the current UK gas crisis.

We have Tuesdays adjournment meeting ( ship related )
And JW is speaking on COP26 on Wednesday night

Exciting week ahead for Island Magee and hopefully time for first Uk defence or wind contract

Excellent stokey - thank you

https://www.bbc.co.uk/news/uk-northern-ireland-58979590

With the previous demand bringing partners like vitol, also emphasised by the current rise in gas prices and reduced supply - after the ML being granted a partner and funding is what follows

https://www.daera-ni.gov.uk/news/poots-announces-agriculture-and-climate-change-conference-advance-cop26-0

Key to note DAERA are the body that will issue the licence

Application for a Marine Licence for the Islandmagee Gas Storage Project - Notice of Environmental Consent Decision

Date published: 13 October 2021
Last updated: 20 October 2021

Topics:

Marine

Marine and coast

Marine licensing and permits

DAERA wishes to thank individuals and organisations who have responded to a consultation on the marine licence application, and to the reviews of the discharge consent and abstraction licence for the proposed Islandmagee Gas Storage development.
Based on the information received through consultation, DAERA as the Marine Licensing Authority concludes that EIA consent under the Marine Works (Environmental Impact Assessment) Regulations, 2007, as amended can be given, and a draft of the licence the Department proposes to grant has been issued to Islandmagee Energy Limited. The Marine Licensing Authority, through assessment of the environmental impacts detailed within the Environmental Statement and through consultation is satisfied that all material considerations have been assessed and adequate mitigation has been identified to minimise the impacts of the project.

https://www.daera-ni.gov.uk/publications/application-marine-licence-islandmagee-gas-storage-project-notice-environmental-consent-decision

The future of HARL will be transformed after ML is issued alongside the what’s to come after the spending review for the ship and wind side of the company.

Regardless of revenues to date and considering; the 30mil of confirmed contracts this year, all the ships and boats we know have visited without knowing value, money already spent on progressing island Magee to readiness for funding, and value of infrastructure of the ship and wind side - which are now revenue generating with up to 500mil per annum at 80% capacity - then the 7bn+ waited 2bn+ unwaited backlog which are now able to be filled

The future of Harland and Wolff is poised to add serious value for shareholders from the current 33million valuation

https://twitter.com/HarlandWolffplc/status/1450758810545664003?s=20

Also, what do we think JW is presenting at COP26

Hi everyone, I hope your all well

So I found the construction cost for island Magee

As part of the FEED studies, a “P90” cost estimate has been undertaken for delivering the Project determined by probabilistic analysis.  P90 values are established to provide a high level of confidence (90% confident) such that the Project outturn cost will have a 90% chance to be below this estimate and a 10% chance above.
The P90 estimate is consistent with the economic modelling undertaken on the Project and therefore InfraStrata proceeds into the next phase of development with a high level of confidence from a technical, cost and economic basis.
The economic modelling undertaken was on a range of cost estimates of £100m – £120m for delivering Phase 1 (2 caverns) and £300m – £330m for Phase 2 (adding an additional 6 caverns, resulting in a total of 8 Caverns).
The combined FEED studies have delivered P90 cost estimates of £114m for Phase 1 and £265m for Phase 2, with an additional risk allowance for a total of £11.6m for both phases.

https://globalpowerjournal.com/2018/11/26/infrastrata-wraps-up-feed-work-of-islandmagee-gas-storage-project/

Within 8 days from Monday we’re find out if it’s granted or now - and with feed complete we’re straight into funding discussions - with the current gas crisis and island Magee as a potential solution it makes sense potential partners have already been contacted. The SP was 154p when the term sheet was signed with vitol before ML issues

https://tanknewsinternational.com/infrastrata-and-vitol-sign-term-sheet-for-gas-storage-capacity-at-islandmagee/

https://www.harland-wolff.com/news/infrastrata-ceo-confirms-6-parties-interested-in-offtake-agreements/

https://www.linkedin.com/posts/islandmagee-energy_hydrogeneconomy-hydrogen-hydrogeni-activity-6856891040973103104-Ln94

And now the budget review has past - I recommend rewatching this interview of boris Johnson speaking of appledore and Arnish keeping in mind it can now all come into play - https://www.harland-wolff.com/news/pm-announces-largest-military-investment-in-30-years-a-comment-from-john-wood/ - now 24bn

And lastly the wind side - https://www.msn.com/en-gb/news/uknews/boris-johnson-unveils-offshore-wind-turbine-plan-to-power-thousands-of-homes/ar-AAQ6S0t?li=BBoPWjQ - at the spending review boris said there will be a massive increase in spending on wind turbines in the North Sea and there’s now a 380mil budget outside of other potential clients.

The ML being granted will be company making on its own

Great find OT

Backed by the £24 billion investment announced last year, developing defence exports and investments is a key element to advancing Global Britain and asserting UK defence in the face of evolving threats. The recent Integrated Review and Defence Command Paper aids these ambitions by providing a strategic backbone for such commercial activity.

24bn not 22

The consortia are Larsen & Toubro, which includes UK company Leidos Innovations; Serco/Damen, which includes UK company Serco; Team Resolute, which includes UK companies Harland & Wolff and BMT; and Team UK, which includes UK companies Bab**** and BAE Systems.

We’re 1 of four for the 1.5bn contract - it’s only a matter of time until we reap direct and indirect benifit from the 24bn

Also yesterday while relistening to the latest interview

7bn+ waited 2bn+ unwaited backlog -

JW wouldn’t have said UK defence contract in a few weeks if something was already in the works

Although the shipyard is yet to secure a large shipbuilding contract, Harland & Wolff currently have a potential pipeline of 32 vessels to be built in Appledore across defence, commercial, and cruise and ferry sectors, with a predicted value of £2.61 billion.

Good morning all, happy Friday

I was relistening yesterday to the most recent interview - when JW said the first UK defence contract is due in a few weeks, along side boris comments with northern islands role in shipbuilding after the spending review while mentioning Harland and Wolff - between the 22bn and the 380mil for wind in the North Sea - I’m feels it’s not long to the next contract.

In the interview he also mentioned the ML will have an update any day, it was followed by the 28 days countdown and we’re now down to 11 days.

Now all docks are fully open and reactivated - Harl has a beautiful future multiples of the current mcap - when not if

What’s are chances of receiving some of the 380million funding for wind turbines in the North Sea - https://www.linkedin.com/posts/john-wood-34601247_renewables-wind-offshorewindenergy-activity-6851210537171222528-kEJD

Let’s see if the ml is granted within the next 12 days - https://www.daera-ni.gov.uk/news/poots-announces-agriculture-and-climate-change-conference-advance-cop26-0

And besides being in tender for the 1.5bn defence contract - we already due a smaller one and Harland is poised to take advantage of the 22bn spending in many ways

I’m often confused by some of the comments by LTHs - it’s very clear to see what direction Harl are heading in the coming months and years - il be holding long knowing contracts the size of the current mcap could land at any time - and that if the ML is granted we’re bottom left to top right for the years that follow on top of the ships and wind

This surface zone is immediately underlain by a highly enriched zone varying in width between 30 and 50 cm hosting visible copper mineralisation and running at significantly high-grade copper values, peaking at 17% Cu but more typically at 6-8% Cu. This enriched zone, the copper values for which are reported here from indicative XRF records as an interim measure, has been created by the leaching of copper from the overlying sulphide ROM ore and its redeposition lower in the trench profile at the point where the copper-bearing solution meets the underlying carbonate-bearing soil. This high-grade zone is then underlain by a further zone containing lower grade but still significantly elevated copper values.

The ROM pad is ca. 200m x 120m in surface area and the trenches excavated so far show a re-assuring consistent, unbroken pattern of copper mineralisation. There is an expectation of an accompanying gold credit but the XRF technology being used to report data as an interim measure is unable to report gold concentrations, even semi-quantitatively. Based on the areal extent of the ROM pad under investigation, Caerus expects that the as yet undefined ROM Mineral Resource Estimate will exceed 200Kt. However, this is expected to increase as a second and adjacent ROM pad is exposed and assessed in the immediate future. A further estimated 900m of trenching is scheduled and is already underway to better inform and confirm continuity and the impending Mineral Resource Estimate.

Cmrs SP is getting pretty silly - there’s a company behind the SP that moves up and down and after this weeks news and all due diligence exceeding expectations , cmrs and jubilee will clearly conclude there JV very soon.

I personally took the 6 month exclusivity agreement to a November 4th deadline

Within 12 days until we’re find out of the ML is granted ( a solution to the gas crisis )

Yesterday mentioned an massive increase ( boris Johnson’s words ) on wind turbines in the North Sea ( 380million ) the should/ could turn into wind fabrication contract - team resolute

COP26

Yesterday the 22bn shipbuilding budget was mentioned again that will benifit Harl one way or another - harls dockyards at 80% capacity can generate 500mil per annum - at 20% 125mil per annum

We’re in tender for a 1.5bn denfence contract already and first smaller is due ( maybe the queen elizabeth carriers or the repairs of the coast guard ships )

30mil of contracts in the last 5 months - and who knows how much from all the ships that have visited

+ all infrastructure

We should be valued and higher and I’m sure we will shortly one way or another

I was thinking the 4th of November - after the last rns these are gold prices

https://www.daera-ni.gov.uk/news/poots-announces-agriculture-and-climate-change-conference-advance-cop26-0

Within 13 of ML decision
Uk spending review can see Harl winning contracts/for the wind and ship side of things
COP26 also can bring contracts/funding for HARL

Nice to see the uptrend continuing - hopefully followed by multiple pieces of key news