Member Info for mrozzy

Cunard coming with QM2?

https://twitter.com/dan_brooksbank/status/1278972734383456256?s=19

Spud. This was posted on twitter yet the account owner is blocked from trying to follow you. No idea why
Asking for a friend

https://twitter.com/DisgruntledRob/status/1277918012943806464?s=19

Target zero emissions flight

Over the medium to long term, these facilities could support a c£400m revenue business. With the company trading at a c30% discount to its H1/20A book value and c65% to its Adj NAV, we initiate with a Buy recommendation.

25mill might be an indication so.

Ton4%

In the bag.

https://oilprice.com/Latest-Energy-News/World-News/Chinese-Natural-Gas-Seller-Prices-Could-Go-Negative.html
Storage in short supply, needed to prevent prospect of negative prices

XPB
is that a tongue in cheek comment bearing in mind your comments about lack of potential here beyond PP?

Walking this up to fair value

They'll be sharing content, meeting via MSTeam, Zoom, Skype to discuss.
Expecting an update soon

If you've been in contact with Planning teams, I'd be interested to know if you're getting the same vibes as me.
A more conciliatory tone between all stakeholders seems evident.
Marine License is not an issue due to actual works (not shared outfall) being above Mean High Water. It's not something tracked by Planning services anyway

TG. Of course the outfalls fall below MHW.
Can be a lengthy process
Ask INFA holders

New document on planning portal seems to suggest a marine license hasn't been applied for yet and will likely be needed.
Have I misunderstood or missed some earlier item?

VLS think that's job done now
30 days to wait and see if they are right
RNS out

Gas is realistically being put on the back burner for now
HW are, however, full steam ahead.

Nevertheless, SP is still in the doldrums with traders/ investors finding plenty of other fish to fry

It's a set back imv
Not ramping up as expected and barriers being exposed
Albeit temporarily with the hoped for outcome being met eventually

My understanding is there's been some dialogue between RE and VLS.

XPB.
You know the saying, from our mothers...
So just be nice.

Coming back to Planning Permission
NE and the Planning teams will need something from VLS agents over the next few working days.
I think that can still happen as this is largely providing commitment to perform certain activities. Any shortfall in expectation would be covered by Conditions placed by the Planning teams.
Or am I over simplifying