I agree in general terms, but with a slightly different bias... I think voting for Jendry pretty much guarantees dilution through capital raises allow Nero (and Vinva) to take the cream ...
Voting for Bakker keeps the door open for possible debt funding which at the moment could be expected to be far cheaper and less dilutive : considering low interest rates, quick payback from high Dorado flowrates etc, although hedging against oil price would be expected.
I trust Adrian and the current BoD to optimise the sources of funding going forward.. they have been astute about it to date. I do not believe Jendry adds to the funding optionality going forward, but in fact would tend to steer us towards expensive & dilutive CRs to Nero and friends.
Just my thoughts..... OW
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I agree in general terms, but with a slightly different bias......
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