Member Info for Xenor

Broomtree, when you think everyone but yourself is a 🤡 then it may be time to look in the mirror.

You remind me of that gif I can't share where there's one guy standing in front of a huge crowd screaming "you're all wrong!".

You must be devastated that the share price is only down 1% on the news.

If there was ever a corrupt politician... Should be investigated.

"what appear to be welders"

Let's stick to facts. No one on this board knows what jobs the contractors are doing.

Statement from the company:

"A Harland and Wolf spokesperson said the fire occurred in a tank onboard a vessel that was being worked on by one of the shipyard’s subcontractors.

“After detection of smoke and a small fire, the well-practiced evacuation of the vessel was undertaken. All crew are safe and accounted for and the fire is out,” they said.

“Harland & Wolff takes safety of all personnel as the most important priority in each of its facilities. Further investigations remain ongoing.”"

Sounds like it was just a small fire, contained and dealt with as per safety protocols. Good of the company to give that statement to the media. (update on the Irish News article)

I saw this yesterday.

https://www.cityam.com/is-the-london-stock-exchanges-aim-in-terminal-decline/

Pretty much what I've been saying for the past two years. Need to get off this horrible market.

Seems it is not just smallcaps unhappy with the LSE...

https://www.cityam.com/shell-looking-at-all-options-on-undervalued-london-listing/

Dead cat bounce. Still waiting for low 12s at a minimum.

Indeed, let people make their own judgements. Though I imagine reading several months worth of posts from a Facebook group in one go would be almost as tedious as reading your posts on here.

I never said he wasn't informed. Balance is what I strongly disagree with. Though lately he seems unhappy with both companies, and rightly so to be fair. From our part there needs to be better communication around the service actually starting and the boat itself.

Ah, so that's why Justin has been highly critical of HARL at every step of the process.

Honestly thought it was BlairPeach trolling the group when I first started following it a few months back, then noticed "Admin" under the name.

As with these boards, when someone is hyper critical about something there is always a motive.

This is the one thing that concerns me with HARL. It doesn't matter how good a company is if the stock market it is on is the turd. AIM is mostly sentiment driven PIs and until that changes valuations will remain low. There isn't enough PI cash to distribute across the 600 or so AIM stocks as a lot of PIs have been wiped out on dog shares or took their money off the market after close calls with dog shares. Saw one AIM company recently go private because they didn't see the benefit of staying on AIM and felt their share price was far below where it should be.

It's all theatre. If there was ever a war between NATO and Russia it would be nuclear and over before the ships even leave their ports. But building more warships is good for the economy I guess.

That guy again. 😂

This is what happens when you give MPs a job for life. No threat of Labour ever losing that North Durham seat. I used to live in that constituency and it's a waste of time even voting. My current one isn't any better, another job for life Labour MP, one of the most useless MPs in parliament. Too many former mining towns in the region that got shafted when the mines closed and vote based on that alone.

Cash was king when the alternative was watching your stocks plummet as most people have done in recent years. Smallcaps and AIM have been a bloodbath, and large caps haven't done much better with a few exceptions.

Whatever happened to sharehead? He was the biggest ramper here... but just disappeared?

"I think we're now beginning to enter a period in which 'Cash will become king'"

I have been hearing that for the past few years. Cash already is king. We're waiting for that to end.

CPI is approaching my target buy of low 12s but I see nothing to suggest that it won't keep falling in the short term. It may bounce to 13p before falling again but not worth the risk of a 4% gain.

Loss making businesses are getting slaughtered in the current high interest rate environment.

I haven't dipped in yet NoFear but it remains on my watch list. The way it is circling around 13p like bath water around a plug hole suggests to me that it will go lower. There's just no bounce at all here.

I think the buying opportunity will come soon enough, in the next month or so maybe. But I am underwhelmed by expectations for 2024. I thought this turd would turn around the August 2024 results but expectations following the annual results seem to indicate 2025 for the turn around.

There's probably an easy 30% or so from this level for those willing to hold but I don't see much more than that in 2024. 30% is a decent return but for me it's not the best short term opportunity.

Only JW and Arun knows what happened in H2 2023. It does look like the deal stalled at some point awaiting the ministerial approval for 100% UKEF. That clearly took a lot longer than JW and Arun anticipated. We all know government are slow to make decisions.

They didn't give any ETA in that December RNS, perhaps that was a sign that it may not be done in Q1. But how long can it take to arrange a consortium of banks and draw up documentation? My guess was 2-3 months, hence Q1. Looking like it may take a bit longer. An update on progress would be nice and ease some fears here.

I think we will see a flood of RNS following the finance deal with updates on lots of issues and maybe even some PR. There's lots to look forward to in Q2 with finance, IM result, Falklands confirmation, 2023 results, Scilly service starting just to name the expected news.

My prediction of both finance and IM result in March are turning out to be wrong in the end but I'm not concerned as both must be very close. At least JW never said this time that finance will be done in Q1 so for once it's not a delay. Of course there's still tomorrow for news, but realistically it's going to be next month now.