I don't get this bit., page-7

Honestly, I think you’re misreading it, 92e. I agree with the strategy whereby VMY raises what it needs, short term, at whatever the market is. No holder wants to be decimated by a huge raising, and there’s no reason for one, ATM.
IMO, VMY’s backers will continue to support the company in its endeavours, as and when necessary, having a positive forward view of the U3O8 market.
B22.