From what I've heard from a few other people's discussions with management the sole difference between what's discussed in the reports and what people get from discussions in management often simply comes down to a slightly more personal context to discussing what's been already announced. As I mentioned the other day, it's my understanding that in terms of things like the BTA's, very little detail is known outside the board beyond what's already been made public, until just before it's made public. And that would include David. So even if he wanted to provide any juicy info, he wouldn't be privy to it.
LNG Price at posting:
$1.34 Sentiment: Buy Disclosure: Held