Do you trust NR to deliver that, given the way he has run the company to date? What matters is the ROCE. High sustainable levels of BOPD are no use to man nor beast in the absence of profitability, something NR has, IMO, shown not nearly enough interest in, in fact has been somewhat evasive about. What is good for the company is funding and activity. What is good for the shareholders is profitability. Not the same things, or at least not, I would argue, under NR.
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