RE: Back into the swing.6 Jan 2020 23:01
18.43 - Islayman: good to hear from you, as ever. I think most of us here who are 'part of the furniture' would have hoped for speedier progress in MCap and SP. However, there has been an inexorable logic in development and DW does take secure, manageable steps and has an enviable record for operational safety, coming in on budget and on time. Imo, this drill is really his first opportunity to deliver what he has a passion for - conventional, loads of positive data, transformational prospects for our company. So, like you, I would welcome serious company progress over the next six months. DW has always sounded pragmatic about partial sales or takeovers - price has to be right and transfer of risk has to be right. If they are satisfied, then....... Again, however, we have had sanguine posts recently about being in early days of drills and the difficulties of valuations with respect to creaming any curves. Personally, I feel that our portfolio is so vast and intricate that many positive, unexpected events could happen at any time. VGLA