How about the possibility that MT is sold now, and the buyers have negotiated / paid for first refusal on Kola JV areas once they are ready, so eventually MT and JV will all be reunited again to become the significant district with MT at its centre
terrible terrible presentation, down beat, lacklustre BUT some important positives on scale up going well, and more confident of positive phase 3 results. Maybe just need to work on the messaging in future