CVN 5.26% 20.0¢ carnarvon energy limited

HE is off doing other things with battery metals. I don’t...

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    HE is off doing other things with battery metals. I don’t understand why anyone thinks Delroy is actively doing anything at CVN with regard to the Dorado FID or why he would hold any sway with STO. He is not the Messiah, he’s the mullet wearing face of a relatively small investment fund. He’s on the board, that’s it. He succeeded in getting enough shares under control to turf the CEO and a few directors and since then the rest of the shareholders have been left in the dark. No word since then from anyone at CVN on what the plan is now, or why they think they can do a better job. Cutting expenses is the only justification we’ve been given. Does that not give you an idea of where Nero’s priorities sit?
 
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