RE: A Patient Tale3 Apr 2019 11:28
@BBN I agree with all you say , there is however a but, a large but. The strategy for capital allocation/dividend now looks to have been ill founded & totally unnecessary. I believe all LTH's were perfectly satisfied with progress without it. It has been a PR disaster, a colossal own goal & is in my eyes enough to shake total confidence. Before this I saw a road with no obstacles, suddenly there are doubts where there need not have been any. There are plenty of sharks & vultures out there without providing them with ammunition
Fortune needs to make a statement if there is no policy yet. The last prevarication was bad news, i.e production disappointment, the longer we have to wait the more the doubts will fester.