The UK does still need further shipyard consolidation (unless the yards can survive on commercial contracts) but whilst all the yards agree on this they all equally agree that it has to be the other yards that take the pain. The politics of which constituencies the yards fall in make it a minefield. VT seem to be the most competent of the UK ship builders, BAE are the one with financial muscle, I’d imagine the former Yarrow yard on the Clyde and the Barrow yard are reasonably secure, but I’ve no idea about the others.