Ann: Quarterly Cashflow Report - June 2023, page-130

Hi GCar,

thank you very much for the answer and I "checked" your modelling yesterday and the assumptions are conclusive.
As you say yourself, it is "only" a long-term forecast and there are currently too many question marks for me to invest in and an inflated, overvalued market capitalization.
It's basically risk vs reward vs timing.Complete agreement!

Of course, my concerns can vanish into thin air, but my questions must be answered here, whereby I e.g. clarify that an export license is not now considered existential, and until then I'll stay on the sidelines and, if necessary, refrain from double stock price gains.

Have a look at my economic modelling posts in the other thread and perhaps I can run a scenario you think is reasonable or of interest to you...?
I'll be happy to come back to that at a later date.

DYOR
Smith71