If my memory is correct, MLNG was one Stonepeak's FIRST investment if not the first. In any event, I understand TV (repeat TV) is absolutely determined to see MLNG succeed given commitments to Stonepeak's own investors.
Talk of Stonepeak TO LNG is complete bunkem ... and that's one of the reasons attending the AGM was so invaluable.
As for any equity dilution, signed BTAs will drive the sp mitigating a raise at such low levels. The Board is acutely aware of this and will be doing all they can to avoid.