RE:Malcy's Blog UK - FYIMalcy of course posts in the iii BB as Sumo136. I have been reading his posts and blogs for a long time. He appears to be informed of events before they are announced, but can't let on explicitly. For example, a week or two before Petrofac announced their 1 year dealy for FPF-1 just over a year ago, Malcy announced that if there were to be a further significant delay we should not be too concerned about it due to the plunging oil price - back in 2015 that was - he clearly was in the know.
So I try to read between the lines when I read Malcy's posts. I can't recall him being quite so bullish about anything before as he is about Ithaca now. I suspect that he is trying to tell us something beyond the fact that FPF-1 is about to sail. I wonder if he knows something about buyout negotiations. Something is afoot I think.
Doug