while the update on sdv and jb was an interesting read, i was a bit disappointed with the lack of info provided for mt cattlin. This is after all is our flagship and earns our bread and butter. although this is dec quarterly report, they informed on events in Jan like new debt facility and payment for first shipment. but why than dod they not disclose the amount of payment or the conditions of debt facility. why not provide info on nameplate, recovery, opex? i sense info bias in this quarterly. whether this is a protective move by AT to fly GXY a little bit longer under the radar and not making waves in the consolidation frenzy of 2017 or a wait for the good news to balance recently surfaced issues, i don't know. fingers crossed.
i believe gxy has one of the best management teams based on their actions throughout late 2015 to now. something the broker reports do not put an evaluation on at all, although performance metrics are quite easy to apply.
anyway, i wish there would have been more info in the report. patience is a virtue!
dyor
GXY Price at posting:
59.0¢ Sentiment: Buy Disclosure: Held
