Member Info for 2phevs

Read the bit about European security pretty sure it would make sense to secure North sea as well Total Energies moving towards 50% NG

https://www.londonstockexchange.com/news-article/TTE/united-states-totalenergies-and-its-partners-make-the-final-investment-decision-of-the-rglng-project-in-texas/16039517

Bloomberg had the inside line on Apollo you never know recent talks over probike could of led to more

Retro fitting green methanol confirmation as well

https://www.linkedin.com/posts/methanol-institute_man-to-retrofit-up-to-60-seaspan-and-hapag-lloyd-activity-7082749545599709184-ezzy?utm_source=share&utm_medium=member_android

Lowering headcount posted by one of THG's head honchos

https://www.linkedin.com/posts/covariant-ai_logistics-machinelearning-robotics-ugcPost-7084554951565197312-V5sE?utm_source=share&utm_medium=member_android

Page 27

https://www.linkedin.com/feed/update/urn:li:activity:7084564556315799553?utm_source=share&utm_medium=member_android

Nice find scheminl seems polish had the spidey sense yesterday but the wrong way round as this is pulled from bloomberg by the Washington post

Pretty much that's confirmation of bio methanol as future fuel

https://www.linkedin.com/posts/methanol-institute_evergreen-confirms-massive-5-bln-deal-for-activity-7084898703286689792-c-d8?utm_source=share&utm_medium=member_android

This is great if ingenuity can have 2 close competitors on the same platform thriving then it's a great showcase for those brands worried about cross contamination

Yeah and they're all below forecasts great

Yeah done really well with THG 3 times AS

admittedly not as tough at 32 for me as some of you guys here but it was still a crazy few months last year

Mostly in Kelso now literally just to stop me being tempted to trade THG

Rekon THG is in the best shape is has been for years now headcount (MM linkedin post yesterday) and balance sheet wise (JPM note early this year)

GL I'll let you know if I exit

Https://youtu.be/Hhy7JUinlu0

Just confirmed by MM on LinkedIn

Not like 10-40% for other online retailers

Reckon IOG won't be paying 1p of TAX for the foreseeable

TAX rebates?

91p in the £1 investment costs?

Historical losses set off?

Interesting bit about investing in keeping prices down for customers and cost cutting energy

Sounds familiar but automation instead of energy

https://www.linkedin.com/posts/retail-gazette_iceland-on-track-for-highest-profit-in-over-activity-7083778193685409792-J1RT?utm_source=share&utm_medium=member_android

Https://www.linkedin.com/posts/trevorneilson_bp-invests-in-wastefuels-bio-methanol-and-activity-7084044698910150657-5Neb?utm_source=share&utm_medium=member_android

IMO the potential capital event now is a sizeable chunk investment in THG way above current SP with 12 month warrants above IPO price

Imo Matt has probanly had to deal with call after call email after email from extremely unhappy major shareholders (softbrains) and analysts (Barclays Numis) wanting info to feed shorters and he's batted them all off perhaps not in the most professional way

The LinkedIn post regarding (with smiling selfie) "NOT SO SCARY AGM" was quite telling to me he's gone through so much harassment he's now extremely immune to it (a bit like Mike Ashley but I believe Matt is more adaptable than the aforementioned) and is actually enjoying turning the tables

Just got a feeling now after tables have turned he's going to enjoy turning the screw for the long run

I was lucky enough to hear about second hand Matt presenting to a staff audience just before Xmas Elon Musk and the challenges he faced where mentioned and Mike Ashley publicly recently

Says to me (after coming through the pooh throwing) he wants the game/challenge as he's now more than up to it after going through the Mill

And Aileen Getty

The wealthy heiress

Eight years after the death of the patriarch, they turned a page in the family history by selling Getty Oil. According to Forbes magazine, their wealth stood at $5.4 billion in 2015.

WasteFuel has some serious serious backers including I (X) Net Zero plc who own 36%

Would you believe NetJets who participated in the series a and now b funding in WasteFuel is owned by non other than Berkshire Hathaway

https://www.netjets.com/en-gb/financial-stability