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They came in person, they went around saying: 'This is what we are thinking of doing, are you aboard?' My view was that this is the worst thing. It is like going to the doctor: you don't want to hear you want to raise equity. But as much as the medicine tasted bitter, I really think it was the right thing to do. They hadn't expected the price of these commodities to fall as aggressively as they had, and they would rather be safe than sorry. I couldn't argue with that.

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