Excellent post doc, well researched.
Right now I would like to see the board buying at market. It's probably difficult as IOH are constantly in "continued discussions" with majors and the current EOI process probably also makes it difficult.
But with the SP apparently very low compared to our expectations it would be nice to know the board agrees with us or at least members of the top 20 increasing their stake significantly would reassure the market IMHO.
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