There are few who have put their hands up over on another VEN...

There are few who have put their hands up over on another VEN thread. VEN have discovered the scale issue, figured out the fix and proved it works at O-1. If VEN can at least raise enough to cover O-2 remediation IMO the JV would support that work.

If the remediation at O-2 is successful cashflow improves and we can possibly claw back some cash from last qtr. No point even looking at Vali until/unless Odin is resolved.

I really hope VEN remains operator long enough to at least get an answer on Odin. I bet the board wished they had accelerated the scale remediation program last year when they still had cash instead of chasing rainbows with GLL.