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Divi/Happy/Garbled - looks like you were on the button with your 30p sp prediction.

Keep your insightful predictions coming, if only to give us a larger (at you).

There speaks a disciple of Happy/Garbled, or perhaps they’re just all the same misleading trouble maker?

Happy/Garbled, whatever he wants to call himself, is a trouble maker and should be ignored. He doesn’t support his ridiculous statements with facts or reasoning.

Sensible people will wait to hear what Navitas have to say - not long to wait either.

If the sp falls to 30p, I would expect to be buying like crazy, as would many others, so 30p wouldn’t last very long.

The only way I can see the sp falling to 30p would be a complete Worldwide economic collapse, sudden and extraordinary growth in renewables to replace oil/gas on an epic scale virtually overnight, Navitas announcing they’re unable to keep to their timetable.

In the meantime, Happy hasn’t noticed that Iran is currently smashing-up oil & gas processing and storage facilities in the region, so won’t be able to resume normal service when all this stops.

There will definitely be consequences, but not the vision posted by Happy.

Let’s wait to listen to what Navitas will say tomorrow, which is likely to make more sense than Happy’s stuff.

You try saying ‘canadiadian’ after a couple of jars.

Quite trickickickety .

And how will Divi know when that major announcement is about to be made?

From a very good, retired MLA source, I’ve been told that longer term objectives for the FI, as well as oil and LNG production, could be hydrogen production, as energy demand options change and develop.

But start with SL low sulphur oil and go from there.

For the FI, this is just the beginning of the beginning.

Don’t entirely agree.

While RKH clearly can’t benefit from today’s oil price yet, if they continue to smash up their respective processing facilities as they are now, even if fighting stopped today, it’ll take a while for all production to return to ‘normal’.

Far more important though is that maybe too many energy eggs have been put into one Middle Eastern basket, especially the ‘wrong’ side of the Strait of Hormuz.

FI won’t be an ideal supply location for many customers, but for some it might prove less vulnerable to being closed-off.

This war is going to have many consequences, some unforeseen.

Funny that, LTT, because if the PoO had fallen to $50 or below, I bet the RKH sp would have fallen

Even if the current regime is overthrown, what happens after that?

The UN is saying this is ’an illegal war’, the US doesn’t appear to want to commit to troops on the ground, so is it just left to the strongest contender to take control, while everyone else watches from a safe distance?

FFS, put the Buffon Happy on filter.

As for you Happy, how about you verify just one of your ludicrous statements with some facts?

Not that I care, or would be able to read them, as you are now filtered

LTT, I would agree with your view about the reference to Darwin, as opposed to next steps/phases far more likely to be in the NFB.

Also, while it’s necessary to identify potential obstacles and risks, what the article doesn’t convey a significant change in attitude/atmosphere, where potential issues are identified so that they are successfully managed, rather than reasons to be worried.

FID and sanction came together and a little earlier than expected, Financial Close came sooner than expected, followed by an exceptionally successful Open Offer.

There is no sense of delay, but of driven determination to get on with it, rather than any dithering about what to do about potential problems.

‘Just going sideways’ is OK.

There will be important announcements when Navitas in particular considers them appropriate.

Until then, progress will be going on in the background, as is happening right now.

Posters like Mogger will keep us updated, such as progress constructing the Stanley causeway, assigning contracts, FPSO news, etc.

For those still not wholly convinced, remember this time last year BP announced they would be cutting their renewables investments and re-focusing on hydrocarbons.

Recently Stellantis has announced they’re going to increase diesel production across their range to meet market demand.

And today Brent Crude has breached the $70 barrier.

I wonder what will be the next announcement, all going in the same direction.

Nick, if you believe your posts are of value and interest to anyone other than yourself, next time you create another mega-saga, why not paste it into ChatGPT and ask it to summarise, in clear English of no more than, say, 150 to 200 words and see what happens?

Maybe spell it out for us to enter?

Looks as though there’s something in the link that the moderator doesn’t like

Thanks ZYX098, I’m aware of all that.

What I’m referring to is a management style that recognises they are there to manage, anticipate issues, plan for them and take appropriate prompt action, etc., as Navitas does, rather than wait for something to go wrong and then ask: “anyone got any suggestions what the F we do now?”.

I’ve worked for, or been on the receiving end of too many organisations, where ‘management’ culture was to arrive late, go early, pay themselves too much, not anticipate much, except where they could take advantage for their personal benefit and when things went wrong take panic measures, which probably didn’t resolve much and in the end, blame someone else.

HS2 is a pretty good example of such British management style. A lightning fast train that was going to run between a place no one had heard of (Old Oak Common) and end in Birmingham. Or what about Thames Water? In some circles, people eventually come to accept this as ‘normal’, which is why we drive on potholed roads, queue for years for an emergency operation, or end up paying for what we’ve already paid for through taxes, and on and on and on.

Navitas, on the other hand, appears to run completely different lines, which should be normal, but some appear to find astonishing.

I think many of us have been expecting an announcement, or announcements about something and are probably disappointed, reflected in the sp, while Navitas quietly gets on with things.

That shipment for example, must have taken a great deal of planning and organising. Clearly Navitas aren’t going to publicise anything they got wrong (e.g.’Oh s**t, we forgot to pack the puncture repair kit’), but judging from the Shenandoah project, they set a VERY high quality standard which is being repeated here.

As we wait for an announcement, Navitas are just getting on with it.

As far as the 8,000 mile supply line is concerned, I see Navitas as an organisation that treats that as a constant reminder to ‘GET IT RIGHT’ (i.e. ‘measure twice before cutting once’ approach), rather than ‘that 8,000 mile supply line is rather problematic’, as some posters here might suggest.

With an operator management style like that, we should feel pretty confident.

And don’t forget the Israeli dimension. They’re not doing this for the benefit of the Falkland Islanders