Interesting that they are pitching their DCN investment as one...

Interesting that they are pitching their DCN investment as one they selected because of the discovery potential.

It looks like a mistake now and I had wondered why they broke with their discovery-focused strategy in swapping the NTM shares for the DCN stake.

The problem is that the DCN position now looks like a millstone - the plant is chewing up all the cash and there’s none left to explore with.