RE: Top-up5 Feb 2021 10:09
BFSco
Would agree that second LONO partner may take us up to 5p, dependent on name and timeline, bearing in mind that MSC only really added 1p, though obviously as we move through LONO(s) and towards commercial sign-off the SP will react more positively.
KSA would be a game-changer (again!) but the SP boost would depend greatly on initial scale and timeline but any evidence of this becoming active again will give us an instant 5-10p on top of the SP at the time and that will again snowball as any project progresses.
Getting Utah and Morocco signed off first will be a great start to a long and sustainable journey upwards.
GLA