Just watched the Crux interview. Julian Stephens is clearly a competent geologist-explorer, but he doesn't interview very well with someone with a serious financial background like Matthew Gordon. He should have been able to make a compelling case on the economics of the project, but didn't have much to say about the beyond the PFS, clearly didn't understand the contracting, and wasn't able to put a positive spin on his share register. You could sense Matthew Gordon's impatience. If they want to take this to the next stage it might help to be better prepared on their marketing, or have Ian Middlemas do the talking, Sovereign is a great story but they need a good salesman.
SVM Price at posting:
66.0¢ Sentiment: Buy Disclosure: Held
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