Why not? Company has cash in bank and a guaranteed percentage of Alacran (whatever it may be worth) TR has done an AWFUL job creating shareholder wealth (consistently and over a prolonged timeframe), but I won't ignore the tangibles on the positive side of the ledger
It seems clear decisions have been made to announce things in the new FY. Let's wait until then and judge the outcomes of the last 6 months work on its merits. If it's deficient or contrary to our interests I'll be the first to bang the table