Trevor and NAM's aggressive timelines.There is lots of discussion around how Trevor is tied to Anglo but that's far, far from the impression I got when I met him.
Did his old company do business with Anglo, as in putting bodies on mining sites? Sure. Was it involved in mining M&A or mining buyouts? No.
So I get the desire to derive value from Trevor's "contacts" on that angle though maybe he just didn't deliver a solid JV or partner for the RV project. Maybe he didn't live up to the agressive timeline NAM is on? Maybe he had family or personal issues that saw him go back into retirement?
New leadership is not always a bad thing in my opinion.