As mentioned in my AGM notes, management were planning a communication plan. Interviews in recent industry journals and tomorrow's call with SHs and all stakeholders will help explain the significance of the recent FERC (Sierra Club rehearing rejection) and DoE (non-FTA) anns. Expect NTP clarification to extent possible to be discussed (until formally issued, NO site prep is permitted).
OSMR is incredibly efficient and requires barely 25% of required footprint of other technologies hence 8mtpa into MLNG site. That also explains the extra acreage acquired for BH.
As for Meridian & KBR, expect both to be renewed. On Meridian, take a look at the UK energy picture (EDF/ Hinkley Point) and you can see what a mess UK energy policy is in. Meridian's off taker is E.On. Don't underestimate the upsizing of Meridian's initial requirement.
