I watched Mark present at Resource Rising Stars in Sydney on Tuesday.
Firstly, there are 3 separate projects: Bitumen + Gas / Helium / Hydrogen + Geothermal.
All projects are large and are at different stages. The Geothermal does help with the Green Bitumen story but it is a separate project.
It was hard to tell what the priorities are and what they are focusing on. It would appear they are driving all 3 projects. I am a bit old school and like to have an arrowhead focus on execution of the main project (and GRV has limited resources).
Mark was good but GRV is a big story and it is not easy to talk about 3 projects in 15-minute. I think he needs to allocate time on the big picture and next steps / priorities for GRV.
Overall GRV is exciting and there is massive potential.
Ann: Investor Presentation - Resources Rising Stars, page-7
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