To Southerly or not to Southerly

luckybeanz

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20 Jun 2018
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Burrianna - Spain
www.luckybeanz.com
Hi, I have been floating around these forums awhile and can tell that they are far more welcoming than the comparative one across the pond...

After living and travelling in a van for the last few years (http://luckybeanz.com/blog/) I have decided to take the next step and move onto a boat. After months of research I have come to the conclusion that my ideal boat would be a Southerly 115. As a surfer and windsurfer, I love the idea of the swing keel to access some more sheltered anchorages in places such as the South Pacific. Since I will be looking at it as a permanent liveaboard the interior layout is also very appealing.

I have found a very good priced Southerly in Europe but am currently located in South Africa and would need to travel to Europe to make the purchase. This is fine since starting my liveaboard life in the med seems like a good place, venturing to the UK and Ireland at some point then who knows. The boat appears to be well maintained and has spent much of its life on the hard. I do have a concern with the Keel maintenance as I don't know what has been done. I know the keel has been half painted but needs the top painted when it is in the lift and able to be dropped. My reading tells me that every 8 years new plastic spacers and special new kevlar pennants need to be replaced, can anyone elaborate on this?

Does anyone here have experience with Southerlies as liveaboards. Also for those who do liveaboard year round in the med, how does one handle this when it comes to visas? I am a UK and South African passport holder, though my reading tells me that one cannot stay more than 180 days in the Schengen states and since they are considered one country to do a visa run, one would need to travel to a non Schengen state. How do others handle this? There is the added complication of my girlfriend being from the USA and currently pregnant, due in Feb. This boat would be our home. My reading tells me that Portugal might actually be a good bet as the long stay visas seem more available.

What do people here thing of Southerly 115 as a first boat for a family of 3? She has a roller furling main which should make her a bit easier to single hand. I have my day skippers licence and have been trying to clock up miles with regular sailing as crew on an Endurance 37 in Cape Town, though this has been limited. I have also got a fair bit of dingy experience and am professional level windsurfer. So would like to spend sometime in the Med getting used to her before taking her further a field. As mentioned above this would be needed due to visa restrictions and I am wondering about the feasibility of buying the boat in the med and sailing around for a few months in the east before making way to the west and on to the UK.

Lots of questions I know and I am aware that there are many threads on these forums that cover some of these, I have read a lot of them and am trying to collect my thoughts here with the help of you experienced and friendly folk.

Happy sailing.
 
Annual keel maint. doesn't involve much other than keeping it clean and antifouled. I used to use a radiator roller to reach up inside when stored ashore. Most are stored off the ground with the keel part down when ashore. You can reach most bits from underneath or via inspection hatch inside (usually behind large cover on side of keel housing).

I believe that the 95 and 115 are virtually identical wrt the keel. I used to change the lifting pennants myself (more like 10-11 years instead of 8). I always found it fairly easy, just a bit fiddly. Nothing special about the pennants, just correct length & diameter with eyes spliced on at one end. You just measure the old ones and make copies.

Do watch out for big jobs which come up infrequently.

1) Lifting bracket bolted to top of keel
These do corrode eventually and replacement involves lifting the hull away from the keel. Can be expensive.

2) Keel swivel bush
I've never know one to wear but have heard of them being replaced. Process similar to lifting bracket replacement.

You can see some diagrams and pictures of Southerly 95 keel internal bits at the link below.
http://www.mistroma.com/MistromaOriginal/LiftKeel.html
 
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Very nice boat, almost bought one. Would've loved the lifting keel, and good boat for living aboard - I'd say the layout is perfect for a family of 3 thanks to the forecabin layout. The big deck salon windows are lovely, but will heat up the cabin brutally unless you install some reflective foils on them. For me, the aft cabin beds were just a bit too short and so was the rudder! The Mk1 rudder is far too shallow for sailing in any real waves (probably fine for the med though, unless you like to do passages while the Mistral blows). The later revisions of the 115 tried to improve on that a bit, but the twin rudders have other problems (such as lack of prop wash over rudder). See here for pictures of the problem: https://www.yachtsnet.co.uk/archives/southerly-115/southerly-115.htm

With your UK passport, you can for now stay as long as you want in any EU state, although some fools are trying to sabotage this privilege at the moment and nobody knows what it'll look like in the future. You may become tax resident after 180 days though, which could be an issue in some places (Spain especially). Due to your situation, make sure you receive documentation of VAT paid for the boat, as you're likely to be asked for it. Carefully choose your flag state too - while in the EU, if possible make it a EU one, you're bound to get bothered a lot less.

Don't worry about sailing experience, it'll happen as you go. Do learn about anchoring though, in case you end up next to us! ;-)
 
One big advantage of the 115 is that it is one of the biggest boats you can take through the french canals which have a draught limit of+/-1.6m This can be a very attractive thing to do for liveaboards, particularly if the boat is UK based and you want to get it to the Med easily.

You need to do a bit of research about your ability to move around Europe. If you are a UK citizen with right of abode in UK then currently there are no restrictions of either movement, residence or employment in the EU, but inevitably that will change in the future, particularly for employment and residence, but degree of freedom of movement is still to be agreed. Your girlfriend will be subject to Schengen rules whatever happens. If the boat is VAT paid there are no restrictions currently, but again this might change in the future unless the VAT was paid in a state other than the UK. Where it is registered (and it must be registered somewhere) is irrelevant from a VAT and movement point of view. You qualify for UK registration on what is known as Part 1, but this has a relatively high initial cost (£500+ depending on where the boat is located), but is a register of title unlike some other registrations.
 
MIstroma, thank you so much for the detailed response. Reading your blog definitely makes me confident that the Southerlys are amazing boats and if maintained well will serve for another 30 years. Thank you for a very informative blog.
 
Tranona, thanks for the reply and clarifying the visa issues for me. Yes this is the big attraction of the Southerly, I was looking at some old pictures from trips to Ireland and it has me itching to get out there cruising around.
 
Owned a Southerly 115 Mk I some years ago when the children were young ('the bunk-bed boat').

We bought it off people who had lived aboard for about three or four years and had been to the Med and come back through the French canals. They loved the boat and handed it over in perfect condition - a reflection of the quality of build. They had replaced the forward windows so the outer two were opening.

We really enjoyed the Southerly; it was well built and just 'worked'. Ours had roller main and, if it had a clean bottom, was fairly quick - quicker than I had expected. With autopilot, it was quick both to get the sails up (out) and get them down (in) by myself. The roller main means you get sail on far more readily than with other methods that require effort. Likewise you can sail further into harbours etc as it is not difficult to get it 'down' and safely stowed.

In rough seas, the rudder was too shallow (we had the additional fins) and was a bit of work at the wheel. Passage times were good because you can, with care, go where you want with the keel up (no noticeable effect on stability, only drift) and hop over areas verboten to most: great fun.

Keel mechanism was fine and should not cause concern; make sure it has electro-hydraulic lift as the early ones only had hand pump! (ours was an owner addition) and make sure the switch is by the helm. You do as the barges did and which coined the phrase: touch and go. Only problem we had was the steel diesel tank which started to leak and needed replacing - cockpit surgery required.
 
As mentioned though....
The rudder can be small on some southerlies....and under power when keel is up it can be blown around when maneuvering in a harbor.....so maybe let the keel down a little

Probably better to let it down a lot. Keel up about 3-4 inches so that it doesn't bang down onto the grounding plate. Enter harbour, slow before touching, drag keel through mud, sand, small stones and continue to lift as required to keep moving. Use the prop-wash when you need to turn and pivot point of keel on the bottom, only lifting slightly when facing the desired direction. We have zig-zagged through pontoons in numerous harbours without issue. Apply the "hand brake" if you start to drift off course and she'll just sit there until you lift the keel slightly and alter direction.

We often pulled up at a pontoon, applied the handbrake and then sorted out the lines. Usually easier to enter a shallow harbour than a deep one as high windage and keel shape cause a lot of sideways movement at lower speeds even with the keel fully down.
 
Also ex-Southerly 115 owners and live-aboards - on the French canals where she was unequaled and could go places motor boats couldn't - draft 600mm keel-up - and around the western Med for 3 years. We loved her, great boat and she looked after us too. The heavy grounding plate and keel provided lots of inherent stability, but not naturally, not a greyhound more a lovable labrador that likes sitting on beaches. ;)
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Also ex-Southerly 115 owners and live-aboards - on the French canals where she was unequaled and could go places motor boats couldn't - draft 600mm keel-up - and around the western Med for 3 years. We loved her, great boat and she looked after us too. The heavy grounding plate and keel provided lots of inherent stability, but not naturally, not a greyhound more a lovable labrador that likes sitting on beaches. ;)
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I think I'm in love with these boats. Why did you sell yours?
 
Mine's not a southerly but.....i enjoy my swing keel a steel 45ft Damien high lattitude vessel....1.2 meter up....

Pretty good for a 45' boat at 1.2m draft. We considered that deep draft wrt our Southerly 95 with 0.55m (I think S115 is 0.69m). GRP hull of course but you are sitting on a 6" thick slab of cast iron (tapers to about 2" at the edges) so no real worries about drying out. :D:D
 
MIstroma, thank you so much for the detailed response. Reading your blog definitely makes me confident that the Southerlys are amazing boats and if maintained well will serve for another 30 years. Thank you for a very informative blog.

Glad the information was of some use, seems like a very long time since we moved to a fixed keel. It took quite a long time to get over always finding an empty space by anchoring beside all the inflatables.
 
Cruised as teenage crew on a 105 in the 1980s around Brittany, then Majorca, Minorca, Corsica and back to s France. Excellent boat.
I now own a 100, and its every bit as good. Keel maintenance as already described. I have just converted mine from manual hydraulic lift to electro hydraulic and wasn't difficult or expensive (£400 and my labour).
SOA extremely good lots of supportive technical archive docs.
They sail best fairly upright. I haven't found rudder grip a problem (yet)
They are well built. I too have just replaced mild steel fuel tank, engine out job, worth doing for a good overhaul anyway.
I don't think other owners have found the lurid problems described in that other thread, AFAIK same timberwork structure design in all of them, 100, 101, 105 and 115. That boat perhaps had previous fresh water ingress.
 
SOA Southerly Owners Association - yes also good, we went to a few events.
http://www.soa-forum.org.uk/blog/

Met all-in-red Mike Davies, the architect (Richard Rogers' partner) of the Lloyds building at one, who had commissioned a fabulous bespoke Southerly, well out of our league. https://en.wikipedia.org/wiki/Mike_Davies_(architect)
Paul and Sheryl Shard have owned more than one Southerly "Distant Shores" and document their blue water travels extensively (including - with advice from us - through the French canals!) https://www.distantshores.ca/
How to sail a swing keel - https://www.distantshores.ca/boatblog_files/how-to-sail-a-swing-keel.php
 
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