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F... Me you've got big balls. Well done.
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Yes I agree they have made some underwhelming investments that they had over egged in the early days. However they can pay less attention to those now, they have institutions backing them for WN and that is all they care about. They struck lucky with WN, they now need to complete the cycle, monetise the asset and reward shareholders.
S&S fumbled around with California and Corallian, both damp squibs. Parta may come good but can it claim to be Stephen's little favourite anymore. The fact is they got lucky with Rathlin and discovered oil when they were looking for gas. They know it's big, the institutions know, UJO know. They have thrown the kitchen sink and Oza esq piggy bank at it, buying every percentage share they can get. They don't need to pander to PI's, they can ignore twitter nobody's. They are executing their plan to their time line, WN will get bought by a major and a healthy dividend will come our way.
£46million in tax credits, £800K in cash and a £1million mcap. Bargain.