the impression one gets from PE and other events is that the FAR...

the impression one gets from PE and other events is that the FAR team have tended to present the very favorable upside case as the base case and have been caught out on several occasions, we all expect some blue sky in things but FAR's judgement in general has to be questioned.
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sitting here I find it hard to think they have carried out any though and objective risk assessment of their key action - and the impact on the business and SH value, in saying that I think their lack of risk analysis and overall strategy such as presenting itself as the owner/ custodian and the fact they pushed on with PE as we approached FID was recognized by the market and hence the current SP.

my thoughts are this undervalue circa 25-50% is. reflection of the confidence in CN and the Board and its overall performance and capability.

I will be holdings for some time but have no plans to support this CEO and board- in simple terms they have a proven record of NOT delivering.

I look forward to a change