They are not that hard to read
Please don;t take me for some new type of fool, your position has been for a long time that a dilutive CR is not coming down the line and is not responsible for the share price weakness, because of naive and baseless selective reading into company 'suggested' possible funding outcomes. I proposed that a bigger then expected Capex and CR has been in the pipeline for a while as part explanation for share price weakness. It may be a c ornestone JV who knows, time will tell...
Investor Stream, page-30
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