Most of von’s post seems plausible.
The WGO bit doesn’t make sense.
Only way I can square the circle is that Gina may try to get 20% and a board seat and a blocking stake, a tried a true formula she’s used recently in the lithium space. This could be on market without any need for the boards approval. It would also militate somewhat against her lack of operatorship for WE.
Then again, it could (and probably is) mainly Chinese whispers.
Nonetheless, thanks to von for sharing.
Analyst Update, page-31
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