RE:RE:This is all soooo desperate. Get lost cockburn - if you think it's stupid go somewhere else. Or at least tell us you're short the position.
You'd find out who the super major was if you knew who to talk to. You think they are just posting fake NRs about being in discussion with SMs? Typically more than what's known to the average investor is shared when private placements are done. They just did 2 in the last 5 months so clearly something is coming.
I'm not an expert on the economics. And sure burning it is the cheapest but not how you're technically supposed to dispose of it. Sometimes people pay more for the greener solution... it's a bit of a trend