I'm in category 1.
all this crap about instos coming in and not coming in. plenty of instos invest prior to dfs.
this is management and country risk. Simple.
The defenders of this company seem smug that they (maybe lucky not necessarily smart) have bought in so low. The supporters never ask hard questions.
I believe this is worth multiples. DFS should look good but how many don't.
Some Serious questions I have, why no offtake? why no guinea deal? Who will buy? who will process? As they get answered (if) this will fly.
GLTAH
Some answers to your questions, page-7
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