The accounts will make a good read, will wait till the winter evenings when I've nothing better to do. Company accounts and investor statements give a lot of clues on strategy and finance.
I read the masterplan last year, agree that it is weak on recognising need for growth in runway capacity (and aircraft stands). Coming years will certainly see much more focus on squeezing more aircraft onto each runway strip accross the south of uk. The advent of the 380 at LHR -because of the wake vortex limits and the sluggish on ground manoevering -will make the problem worse in the UK southeast.
This topic will get more general press as the situation worsens - it is already pretty high profile - usually when LHR has a heavy day or two of delays.
FF