RE: nice finish nearly 10% up30 Apr 2018 18:57
IIRC, SBP's reasoning was almost identical to that of the mystery poster (I can't recall the name.) whom I mentioned earlier.
It was based on matching the current consortium members of MFDevCo with those who were associated with (the now-defunct) Xcite Energy, plus the current/updated UK energy policy.
However, the collapse of Xcite, which had bigger firepower of its own compared to MFDevCo's IIRC, has confirmed that MFDevCo is still too small fry, at least for now.
Furthermore, IIRC too, the ownership of the rights to Bentley is still a massive stinking mess. Please see some totally unofficial former PIs' comments on this site: http://www.lse.co.uk/ShareChat.asp?page=1&ShareTicker=XEL
Sure, I'd be happy to be wrong, but there has been waaaay too much BS on this site for more than a year about "Beluga caviar with a side of foie gras tomorrow " (happily encouraged, or at least allowed, by the BoD, who stuffed two 3 placings up our backsides on the back of that) that I'd rather focus on what's been proven to be tangible: Garden Hill.
Getting that first MFDevCo deal is purely speculative, as confirmed by the slap in the face that was Barryroe (especially considering that COSL is one of the Barryroe consortium members!!). Even more so for the massive Bentley field.