Fisher (james) & Sons Share Discussion Threads

[hamhamham1] 09/8/2022 15:27

Nice jump into the close at 332p

[linton5] 08/8/2022 12:20

Come on mms let people buy and sell Create a market please

[bouleversee] 01/8/2022 14:20

Going up nicely now.

[chucko1] 01/8/2022 10:54

I think windmills in the UK (or local offshore) will start to cut it, although not providing the core of our energy needs. Nuclear will have to play such a part, even at great expense as this is the only current way to ensure low-carbon energy resilience - a fact that will not go away (and ought not to have done in any event - it was hardly a secret that Russia was not a reliable partner).

On windmills, cost per MWh is falling rapidly, and technology to store energy is similarly expected to fall, especially if some of the new technologies I read about continue to attract rapidly increasing development capital.

In a steady-state mix of solar, wind and nuclear, surely FSJ can find a place at the top table in the long run.

[hamhamham1] 01/8/2022 07:06

Bought 1k today.
(Based upon the 5yr chart potential recovery, looking beyond the last week's mini rise in comparison)

[illiswilgig] 31/7/2022 16:19

Sadly a decision to decommission the MOX plant - which never operated satisfactorily - was taken in 2011 following the Fukashima disaster when Japanese reprocessing orders temporarily dried up. Ironically Japanese reprocessing orders recommenced in 2013 but went to France.

All too often - Long term investment and development is something we don't seem to have the stamina for in the UK.

There is a silver lining - one long term industry has risen phoenix like from the (radioactive) ashes of Calder Hall/Windscale/Sellafield - decommissioning. Which is scheduled to continue for the next 100years - and James Fisher Nuclear have been awarded a series of contracts - recently a contract to provide ROV services. JFN also have decommissioning contracts at Dounray and Winfrith (Dorset) that I know of.

cheers

[superiorshares] 31/7/2022 13:32

Hamhamham1
It's good that fishers are still involved
In the nuclear . The shipping of waste and mox fuel for that matter is only going to grow
The green talkers and windmill lovers will soon realise the only way the planet will be able to stop carbon emissions is nuclear energy . Windmills just won't cut it !

[hamhamham1] 31/7/2022 11:37

Time will tell I guess.
Another similar where price fallen through the floor I hold is IGR, plus a few others like CPI, BOO, SFOR, LUCE, etc.
But holding a few of these higher risk/rewards types is only a part of my portfolio, but the more interesting to watch.
And I will call it wrong sometimes, but as long as I call more good than bad and don't over invest in any single stock, then am happy.

[illiswilgig] 30/7/2022 16:41

Ah thank you for that - I'd not seen the Odyssean rns on Friday. That certain;y helps.

Your buys look like good timing Ham - I had a few at 276p and was planning to buy another 1k shares or so a little lower - but hopefully I've missed my opportunity now.

Some press releases appearing on the James Fisher website in the last week.



Three successful subrescue trials/exercises is the one I've been waiting for. That should turn some working capital into cash soon.

I'll wait to see if it drops back a bit before buying more,

cheers

[hamhamham1] 30/7/2022 16:23

Odyssean have a nice approach..

"Highly focused
We look to build a highly concentrated portfolio of no more than 25 companies where we carry out intensive diligence, only investing behind our highest conviction ideas. We focus our investments on smaller companies, typically too small for inclusion in the FTSE 250 index. We believe the best investment decisions are made from a base of knowledge and experience, and we will make the majority of investments in industry sectors which we know well (TMT, Services, Industrials and Healthcare).

Long term
We evaluate each investment opportunity over a 3 to 5-year investment horizon. We have structured our business to reflect this belief and do not intend to run any capital which is redeemable over short time periods. To think like an ‘owner’ of a business we believe your capital should behave like one too."

[bottomfisher] 30/7/2022 16:11

The combination of the new share stakes by Aberforth, and now Odyssean, is an encouraging sign that a couple of serious investors see hidden value in FSJ's bombed out share price.

[hamhamham1] 30/7/2022 15:18

Look at recent holdings RNSs, a few poking their heads above water.
Inc this one yesterday, maybe the reason for the 10% rise?
Odyssean Investment Trust PLC


Plus Aberforth a week ago crossed the 5%
Aberforth Partners LLP

[hamhamham1] 30/7/2022 15:05

These had a steady solid run up for 10 yrs till covid, am just hoping they will get back to even half the previous highs (2200p area).

[hamhamham1] 30/7/2022 15:02

Yep, don't hear too much, here they celebrate women in nuclear...

[superiorshares] 30/7/2022 14:02

Now then cast the Europhile aside ( Low tone people )
James Fisher . One of my relatives worked for this firm for decades.
Does it still ship the nuclear waste ??

[superiorshares] 30/7/2022 14:00

Medieval blacksmith.
You can make a fortune from the dirty Eurphiles opinion.
Dairy Crest is a classic example .
A great company talked to its knees by the pathetic Europhile.
If you leave the Fourth Reich , farming is finished you will all starve Sterling will turn to dust etc etc .
Of course down at £ 4.50 ish . I thought oh dear the Europhile s have made a mistake with Dairy Creat .
And of course so did the Canadian billionaire Dairy Family . They immediately paid me a couple of quid more per share to take them off my hands .
Well done Europhiles 😀 .
Now I note that in the fourth Reich , I note that some of the Republics have inflation over 20 per cent and some 6 😀.
Reap it you Europhile muppets reap it !!!
Oh and buy yourselves a good coat , because your gunner be cold this Winter!

[hamhamham1] 30/7/2022 07:09

To be fair, I did splurge on another 1k of them, since last post.
Tuck away and 3x or 4x in a couple of years.

[our haven] 29/7/2022 13:04

Going very well since then hamhamham1, happy days.

[hamhamham1] 25/7/2022 13:21

Bought another 800 today, thats me done at 5k of these.

[illiswilgig] 22/7/2022 17:10

'Does James Fisher still have the nuclear waste contract ?'

Which nuclear waste contract?

JFN is/has been involved in transporting nuclear waste from Dounreay and I expect Winfrith also where JFN is the main contractor for decommissioning.

But if you are thinking of the shipping of spent nuclear fuel from Japan for reprocessing at Sellafield - with a dedicated vessek - that fell apart when the expensive MOX plant that never really worked was decommissioned. I think that was a good few years ago? Sometime around 2014 or so, if not before?

sorry I can't be more help,

cheers

[superiorshares] 22/7/2022 16:38

A quick query.
Does James Fisher still have the nuclear waste contract ?

[superiorshares] 21/7/2022 19:41

Poison 1945
You Europhiles are the low tones ofthe World 😀.. If any currency is a basket case its the Euro , will be lower than parity to the dollar very soon.
You have that un elected fascist draggie, according to the Europhile is in Italy .. to save Italy . He's actually trying to save the European Commission
Italy is a basket case , as soon, as that collapses its curtains on the Europhiles.
It's irrelevant to the Europhiles that they bankrupt, Greece Portugal etc . They view them as no - mark countries.
Italy is too big a failure for the Europhiles in their fantasy land .
And lest we forget , it was the Russian's that had to provide them with emergency assistance during the initial Covid infection.
The EU only spouting their spew .
" The schengen area will remain open , it is a cornerstone of our EU numptiness ! "
The schengen agreement then infected the rest of the Western World .
Poison 1945 . I would disregard anything you ever say . If that's OK?

[linton5] 20/7/2022 07:37

BMS seems to be performing way better in this sector