Member Info for BearleyCalls

Finding. The Fake Lawyer doesnt know what a fact is. It just spews endless nonsense with nothing backing it up. When we get an offer in the £100m ballpark , i hope it doesn't disappear. The amusement value will be immense.

Energy security is becoming more important in the current tense Geopolitical climate. IM will be seen as falling under Defence of the Realm and will be treated accordingly.

I think you may mean million not Billion FG.

The only reason HAR shareholders will be talking about IM in 5 years , is if we go for a JV. That would probably take the form of cash up front and a free carry of lets say 30%. The long term benefits to the company of a 30% interest would be enormous.

Another day closer to a positive IM court ruling. Im guessing that we will get an RNS after the result , giving details of positive interest by companies in IM. Imagine a bid around £100m and the effect that would have on the SP.

Killik & Co charges a tiered fee structure for their advisory services. Their charges vary depending on the level of assets under management and the type of service provided. Generally, their fees for advisory services include an initial charge and an ongoing management fee. The ongoing management fees for advisory accounts typically range between 0.75% and 1.25% per annum, depending on the portfolio size and complexity​. Less than i would have thought. Mind you low returns low charge.

Interesting foresight into Killick, which is not unusual for the sector.

In 2023, Killick & Co experienced both gains and losses in their advisory portfolios. While they achieved notable gains in certain sectors, specific companies where they saw losses were not explicitly detailed in the public domain. The firm's overall performance is characterized by a mix of successful and less successful investments,.

Its return last year was 12.5% ( Hardly mesmeric) . I wonder what there percentage charge is. I will try and find out.

I think a few heads might role at Killick in the Advisory services section next week FG.

Bit of research shows that the following companies leverage the advantages of salt cavern storage to enhance their ability to manage natural gas supply, stabilize prices, and ensure reliability in the market in the Gulf region

Enstor Gas, LLC:

operates multiple natural gas storage facilities in the US, including salt caverns. Their facilities are strategically located in key market areas, providing reliable storage solutions.

Kinder Morgan, Inc.:

Kinder Morgan is one of the largest energy infrastructure companies in North America. They own and operate several natural gas storage facilities, including those utilizing salt caverns in the Gulf Coast region.

Boardwalk Pipeline Partners, LP:

Boardwalk operates natural gas pipelines and storage facilities, including salt cavern storage facilities, primarily located in the Gulf Coast region. These facilities are integral to their operations in transporting and storing natural gas.

Crestwood Midstream Partners LP:

Crestwood operates a number of natural gas storage facilities, including those in salt caverns. Their storage assets are part of a larger midstream network that supports gas production and distribution.

Energy Transfer LP:

Energy Transfer owns and operates natural gas pipelines and storage facilities, including salt cavern storage. Their assets are critical in managing supply and demand in the natural gas market.

Duke Energy Corporation:

Duke Energy, through its subsidiaries, operates natural gas storage facilities, including salt caverns, to support its extensive energy network.

Thats a lot of money.

Mercuria has been making a series of investments in gas and renewables after notching more than $4 billion in profits over the past three years

They could buy IM for £100m and not miss the change. Thats 56p per share. Wow.

Nearly one day closer to a positive decision.

It certainly would Bubble. I can see panic buying breaking out, as people realise the potential gain.

Looks like we wouldn't entertain offers of around £80m for IM. Even the detractors believe that we will easily win the judgement. Im betting that we are already in negotiations to sell the asset. £100m will immediately add at least 50p to the share price.

Not showing yet.

Just added another 20738 myself.

Have you noticed that Herb and the False Lawyer have never been capable of producing th reasons behind their bitterness.

Why were you sacked

Heb can i ask, hay were you sacked by INFA.

Ahh i see that you have lied again, i am not filtered. Cast your lines said the son of the Lord and you will catch your fish. Its too stupid to not take the bait. Now The BB knows that it can read my posts. Broomtree, if you want readers to take you seriously, can you please explain to everyone, why you said d that HARL produced FCF. Ohh dear, Ohh dear.

Actually, Harland & Wolff is scheduled to commence the cutting of the first steel for the Fleet Solid Support (FSS) ships in early 2025. Zi German must be in the POTing shed.