Great timing,
I was reviewing my paperwork, in light of the recent softening of the SP. I like to do that just so my mind doesnt run away with itself.
( big thanks to Jnene and Jar jar as well)
I watched it twice and TBH it was cringeworthy and scripted at times ( in the early parts), BUT it is a fantastic interview - these longer formats really suit Bruce. its great to see him get animated and interject on himself. LOL he wasn't just parroting the old tired responses. he was passionate and ever so slightly off script, I really enjoyed it and felt quite positive and reassured. Others here will comment on the actual details that he shared, what i want to share is my second viewing.
( and yes im a geek, but im kinda in home turf here) -
People are human, 90% of communication is non verbal, so I cast the interview to the big screen and watched closely bruce and his micro expressions, Id encourage you to do the same.
Im not going to call out all i saw - and you'll see if it you look.
After all the initial patter and cringeworthy scripting, you can see Bruce catching himself on numerous occasions.
From 8 minutes onwards to 9:30 - hes talking about demand / usages. watch as he jumps on himself to talk korean foundry's requirements and consumptions, he smiles, compare this to most of his presentations where he is very measured and "on script"
10:45+ - as he talks beneficiation 99.9 % " Its a significant difference" " it doesn't sound like much" as hes nodding to himself
If you stay on his face all the way to 11:30 ish ( particularly on the small group screen) - you'll see the right hand head turn, as he recalls, watch the softening on his face as he smiles, and listen to the warmth in his voice... this is the story he wants to tell.
LOL
20:53 - listen to the repeated use of "energy" by the presenter and bruce - the connecting word " absolutely" subconsciously answering the question to the response, watch and listen to him at 21:10 - 21:15. " its a massive amount of ENERGY to get it to 1600 degrees" watch his face light up.
his verbiage ' competitive advantage" how he stresses "
all imported" to numerous use cases. ( sidenote: anyone remember the VRX tweet about light globes ? )
23:15 - lots of left hand glances and he catches himself - hes aligning what hes saying with the truth, hes holding back a little but not constructing, hes recalling stuff but choosing not to say it.
23:13 and 23:20 - micro smiles - watch his eyes - that ties into what he says about 1 second later : 23:13 they wont be suprised". 23:20" we are responding to all their comments" Then you have the presenter going back to script and making the statement that bruce ISNT allowed to say - but he can confirm " thats the plan"
LOL anyway, feel free to diss or dump on my observations - they are mine, and i share them for you to review.
its simply a perspective on
HOW he said,
WHAT he said
DYOR
I am VERY comfortable with my investment, happy that the timings are now a little clearer, and wondering if i can pick up some more shareholding on the drift down.
APO!
