I’ve continued accumulating more vintage shares over the past two years and my position hasn’t changed. Management haven’t missed a beat and the company looks cheap. We will be generating cash flow this year and we may find oil at Cervantes. LKO said in their recent presentation negotiations for raw sale of co2 were progressing with supagas and a deal was expected toward the second half this year. Everything is progressing and I’m glad they’re taking their time to negotiate. As Hairyrichard said recently, this is such a sleeper within the business.
LKO: chairman’s address and CEO presentation 25/03/22
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