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thanks mind if I share this post on STT as I was asking about...

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strauss

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06/06/18

12:47

Post #: 33529822
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Originally posted by PaleoBro ↑

Production issues. Switching to/testing a low PH solution which will take time (years?). This is has no guarantee to be successful. PEN is one that is better suited to a delayed spot rise due to currently buying off the spot to fulfill contracts. They've also got the large con note lingering. They are contending with Blackrock selling as well as Global X.

As a trade it'll run like the rest of them but as an investment case I have my doubts. I was a holder but the production dramas, BR selling, Global X selling and the Karoo failure was a red flag. Happy to have my money elsewhere.

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thanks mind if I share this post on STT as I was asking about PEN there and your info helps

so basically its a punt but not really investment grade, well explains why its been shunned by Instos

so really then its BOE as the most advanced developer with a reasonable cost project and BKY as the lowest OpEx project that are the Insto plays?

XSO Value at posting: 2,845.5
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