I don’t mind these ‘players’ coming along TT. Doesn’t hurt to get the questions asked as then the discussions help to ensure we are checking our investment and not getting blindsided.
I think a few of us have commented- we’re looking for ‘chinks’ in the ASN armour and so far we’re very comfortable to have invested in ASN.
In relation to ‘hot(not) investor’ his problem was his timeline- he wanted big change by Xmas- so he sold out.
Going back to the interview with Tim one thing I really liked was when asked what issues/problems could derail the ASN journey- he struggled to come up with an answer and was really confident and positive- how good is it when the Co has the same confidence in the project.
The one big issue he saw with projects like this was infrastructure- and he said ASN had this well and truly covered- especially with the Green River site.
Enjoy the conversations and learnings on these threads- well done to all- including those ‘blow ins’ who help to encourage self analysis!
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