Hi Gaurav - I would be really interested in your thoughts about MMA Offshore (MRM) post the capital raising? They seem to have finally found a way to fix the balance sheet and with Thorney and Black Crane on board for the ride I feel there's an added level of comfort that someone will be staying close to management to keep them accountable for performance over the next few years. I have however been struggling to get to grips under which oil price scenarios they'll be able to earn sufficient returns for their rigs, and how renewables will impact long-term demand etc. You really need to believe there's multiples to the upside before becoming involved in such a high risk/low quality business. Thanks, Matt
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