Im a strong believer in RES but thought the preso was ordinary, nothing really new in there other than elaborating a little on debt/equity timing which i found useful (delaying equity is smart idea IMO).
I'm a bit over the format of the preso's to be honest, PJ has used this format for a long time now & i dont actually think it looks very professional..
Anyway once rail & eskom agreements are signed (hopefully by end of Q4 SP will be trading back above $1 IMO.
Just my 2 cents.
RES Price at posting:
46.0¢ Sentiment: Buy Disclosure: Held
