Ann: Kalina Investor Presentation, page-29

I always enjoy reading the opinion of @Tipton as well. Yes the two of you share different opinions. But all opinions are not equal on a social media platform. The difference is @Tipton is a seasoned professional with extensive experience putting together projects in North America worth hundreds of millions of dollars. So he actually has some idea of what he is talking about when he speaks of timeframes, ability of a seasoned team to pivot and be nimble to be first movers on new opportunities etc. Whereas you are a keyboard warrior with demonstrably zero relevant experience evidenced by the naive statements you make about how quickly these enormous dollar value projects should proceed in a remarkably dynamic energy environment. I think you might have even said, if you were in charge..... at one stage at which point i just about choked on my breakfast.

No-one enjoys the timeframes that these projects are taking. But the team at Kalina are clearly about building a sustainable billion dollar business, they are not managing the SP for us retailers. And if there was one fault, perhaps that would be it. At this end of the market managing the narrative to try and maximise the SP is important. But if i was to choose between the two, i would take this Board over a story telling pumping CEO any day. It does take a lot of faith, a lot of research, and objective reading of what they are doing. Not for the faint hearted i agree.

Lets hope we are soon rewarded