LOL. For someone claiming to be a die hard KCN holder with a substantial holding you've investment strategy is a paradox given you're required to back management's strategy and therefore both Ross and Jamie.
I won't point out the obvious flaws on why TAFTA can't be monetised in advance (as suggested by some very spivvy financiers) unless it's really required given the implications.
At what point will you realise timelines aren't fixed or guaranteed when it comes to such things particularly in Thailand? It's unclear to me why people are objecting to Jamie proactively travelling to spread the news, talking to insider contacts and updating existing instos. Isn't this a bare minimum what he's suppose to be doing whilst waiting on other key milestones to drop?
If you're (or anyone else) feeling frustrated isn't that really on you and your investment thesis given it's playing out per my own expectations. You have a right to challenge and ask questions but ultimately the KCN is laser focused on maximising the long term outcomes. Therefore, it will take significant patience and resolve to max my own outcome in holding. RSK and team have a end game in mind, which I expect to play out over the next 12-18 months at most.
KCN Price at posting:
$1.21 Sentiment: Buy Disclosure: Held
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