Hi @hatmopit,
Enjoy your posts. For my two bobs both.
Hard to argue with your logic and diversification as it is to target resources in markets that have been proven adopters with MABR.
I understand why some investors are more cautious about China, but SE Asia countries and the Middle East broaden our diversification geographic portfolio.
I don’t think management is ignoring USA. In fact if they showed greater interested, suspect management would be like “ a rat up a drain pipe” with resourcing.
At least we have a pilot with the Department of Agriculture, but suspect things might move slower in a very fragmented, bureaucratic and dare I say ”closed shop style” of water market ( conjecture on my part).
Suspect Richard and board have tried to penetrate and had experience in the conservative USA water industry. At this stage while we slowly cultivate the USA market ( similar to China a few years), we sell a shite load to our adopters markets.
Hell, I don’t care who we sell to, even those Australians. Now wouldn’t that be something. I’d even go to the ribbon cutting ceremony in little old South Australia.
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