Not sure why all the big ticks for Great Analysis. What we see is a BoD who are happy to sit and wait for STO to throw them a few crumbs, where FID has been put off several times now. Meanwhile the Execs are collecting their usual salaries and incentives - thats the "strategy". Oh, there's a bit of tinkering around the edges with some greenwashing. Well as a SH I want an ROI and I haven't seen that for all the years I've been investing in CVN, notwithstanding that we are all patiently twiddling our thumbs sitting on this massive Proven discovery. I'm not sure I want to end up like FAR SHs and get done over by an incompetent Executive team. Its time to move them on and get someone in who is hungry. Well done to the Nero team I say. Just because the CVN BoD have no ideas or "levers" to pull it doesn't mean there aren't any - lets just wait and see shall we.
(20min delay)