Agreed - Infrastrata were a small English onshore oil company, they then got into a gas storage scheme in N Ireland, then various other things. They are very good at finding sources of public (ie UK) money to support N Ireland ventures. Their knowledge of defence and ship building is not great.
A great deal will depend on Navantia for sure but they have a lot of experience working with third world shipyards which will stand them in good stead here I think