I suspect the embedded Shell personal are covered by secrecy agreements, and not permitted to pass anything of commercial significance to Shell. They are there solely to lift technical and operational performance.
I am a little concerned about what if LNGI stitch up someone else, as then AOE and Shell are BOTH highly dependent on each other (as Shell is on AOE atm). Maybe AOE knows enough about FL to know that is not likely, or has a contingency market in mind.
I guess I am further consoled as a BOW holder that if LNGI get another deal BOW is likely to be involved, but there was some risk involved in AOE losing exclusivity on the LNGI deal. Fortunately we are in the hands of deal makers.
EL
AOE Price at posting:
$5.29 Sentiment: LT Buy Disclosure: Held
