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Re: Brapp post# 48272

Tuesday, 11/28/2023 9:02:56 PM

Tuesday, November 28, 2023 9:02:56 PM

Post# of 51693
The messaging from the company has gone from "FID on the 1st vessel", to "FID on two vessels", to now "FID on three vessels". The progression from one to two to three tells me they've internally made FID's on the first two, and will likely next start talking about "full FID on the Delfin LNG project". We know two ships are being built at Samsung and two at Wison. It would make logical sense that the actual PR'd FID is for the entire project itself.