satser på de har dårlig samvittighet for å trekke LOI'en og velger philly :)

Dette må da gi gode muligheter for Philly?

Hvorfor?

De hadde vel store planer ilag tidligere om anløp Hawaii. Var vel vansker med å få godkjent
terminal anlegg fra myndighetene som gjorde det strandet?
Redigert - fant meldingen:
26/01-2018 23:55:58: (PHLY.OAX) Philly Shipyard ASA : Philly Shipyard places TOTE containership project on hold and considers alternative projects
Philadelphia, PA (January 26, 2018). Reference is made to a release today by TOTE where the company announced that its plans to enter the U.S. mainland to Hawai'i containership service are on hold as a result of its Phase 1 technical review of Piers 1 and 2 in Honolulu Harbor. As a result of this delay, TOTE and Philly Shipyard, Inc. (PSI) will not extend their Letter of Intent (LOI), which is set to expire on January 31, 2018.
In September 2017, Piers 1 and 2, along with 40+ acres of adjacent land, were allocated to TOTE by the Hawai'i Department of Transportation (HDOT) for its access and use commencing in 2020, to coincide with the planned start of TOTE's new operations in Hawai'i. According to TOTE's release, its preliminary study of the site's infrastructure indicated that this terminal space will require upgrades and improvements to accommodate TOTE's new Hawai'i service.
The LOI, which was signed by TOTE and PSI in July 2017, contemplates the construction and sale of up to four state-of-the-art, cost-effective and eco-friendly vessels, with planned deliveries for the first pair (Hulls 031-032) in 2020 and the second pair (Hulls 033-034) in 2021. Due to the scope and timing of the required upgrades and improvements to Piers 1 and 2, the LOI will not be renewed.
TOTE, however, noted in today's release that it continues to be open to working with HDOT to update plans and a timeline for access to a deep water terminal in Honolulu Harbor that would allow TOTE to launch its new Hawai'i service.
Based on these developments, the project to build Hulls 031-034 as containerships is being put on hold. PSI is suspending substantially all construction-related activities on these vessels, including design, planning and procurement work. As previously disclosed, PSI has placed orders for all major long-lead items for the first pair. If these orders were to be cancelled, then the cancellation costs would be substantially lower than the value of the orders placed.
PSI intends to resume this project when there is more clarity regarding the new order situation and related capital requirements. Accordingly, PSI is exploring alternatives in order to secure contracts and financing for these vessels. In addition, PSI is continuing to pursue potential new construction projects for other types of Jones Act vessels.
PSI has delivered 28 vessels in its 20 year history, including four vessels for use in the Hawai'i containership trade which were delivered in 2003-2006. Currently, PSI is building two 3,600 TEU containerships for use in the Hawai'i trade for Matson (Hulls 029-030).

Er det noen som har vurdert hvilke skipsverft (da utenom Philly) som realistisk vil
kunne konkurrere om denne kontrakten?

Det er vel dumt av TOTE å gi denne kontrakten til Philly i tilfelle de skulle gå videre med Hawaii -prosjektet senere?

Det ville vel være mer korrekt å kanskje si at TOTE ikke burde være construction manager siden Philly har levert inn et av anbudene enn andre veien. Dersom Hawaii prosjektet skal taes i betraktning, og det prosjektet er vel kansellert.

Uansett man får bare vente å se, er det noen som vet hvor mange, hvilke andre verft som har levert anbud på kontrakten om skoleskipene?

Jeg tenkte at dersom TOTE gir Philly denne kontrakten med skoleskipene vil dette komme i veien for Hawaii-skipene m-h-t kapasitet. Hvis de skulle gjenoppta det prosjektet.

https://www.janes.com/article/89078/navsea-awards-industry-studies-for-future-common-hull-auxiliary-ship

Dette er vel ikke relatert til skoleskipene men dog.

Litt om mulighetene for skipsindustrien i USA, ikke så veldig oppløftende:

https://www.forbes.com/sites/lorenthompson/2019/06/05/philly-shipyards-struggle-signals-jones-act-isnt-enough-to-secure-u-s-sealift/#e822a314b301

Mange kontrakter som skal tildeles iår så det er bare og smøre seg med tolmodighet.

Topp 20 aksjonærer har en liten økning fra 93.45 til 93.55

Hva driver de med for tiden? Ingen ting ser og føles mer deprimerende enn et verft som er nesten tomt for mennesker. Samme som en tom fabrikk.
Har opplevd det ett par ganger, og det blir en uhyggelig stemning.

personlig dumpet jeg 2/3 under den lillle peaken til hva jeg kjøpte for, venter på q3 om de får us navy eller ikke, hvis ikke bør de fikse noe annet innen q4, ellers bør de seriøst vurdere å likvidere, og evt starte opp igjen mtp verdiene

ble vel lagt ut en link om et prosjekt, men var vel bare 2-3 mill $ så ikke alltid de børsmelder så små ordrer... men var vel slike småinntekter de skulle overleve på frem til neste kontrakt