Thats a great interview.
Summing up for those that don't have 5mins free:
- 4th quarter (current Q) is when the majority of K2F's revenue is contracted & received, so this is a big time of year. (After a record 3rd Q).
- Insto investors know the ESG and mining sector extremely well. Almost 2 times oversubscribed!! (1st sentier, Tribecca, Regal instos)
- Decipher positivity
- Scrip to Wesfarmers shows the name on the major shareholder list, big implications.- Acquistions are fairly far down the pipeline, not anything too soon.
- New product being created/built & fantasic opportunities for tier 1&2 miners.
- Very confident for end of 2021, not just this quarter but beyond.
- Increasing acceptence for "commercial off the shelf" that K2F provides, is more risk averse.
Exciting.
