If people want to ignore the future to focus on the past that's entirely their prerogative, we're all adults and can make our own investing choices.
I personally think that from these lower levels the potential return becomes far more attractive with catalysts like this capable of forcing a brutal reversal.
@Jithubqueen7 you've got your opinion that shaw will pump this at some point, does it not stand to reason they'll wait for one of these catalysts to do so?
The short term SP is entirely in the hands of traders right now and de-coupled from long termers who have very little capital to buy, but are not selling either.
Giovanni33, you’ve made a thoughtful and balanced assessment. The frustration surrounding past missteps is understandable, but as you rightly pointed out, the focus now needs to shift toward future opportunities. It’s easy to fixate on individual challenges—delays, raises, or operational hurdles—but we must also step back and ensure we’re seeing the forest for the trees.
AW1’s current valuation, based on discounted existing MREs, hardly reflects the broader speculative upside of Storm and Utah Projects—especially considering the indium potential. The bigger picture here includes upcoming catalysts like the MRE and PFS, both of which are pivotal for reshaping market sentiment and unlocking hidden value.
While nobody enjoys capital raises, it’s important to acknowledge that Dave’s actions likely prevented a worse scenario. Yes, lessons were learned, but those lessons are now reflected in a more cautious and transparent approach moving forward. The logistical complexities of Arctic operations may seem like another tree in the way, but they’re part of managing a project of this scale.Looking forward, the potential here is immense. If investors can keep their eyes on the forest—the long-term resource potential and strategic milestones—we may see a meaningful turnaround as retail sentiment aligns with key developments. Your point about retail liquidity and timing is spot on; patience will be rewarded as these catalysts unfold.Thanks for bringing a level-headed perspective—it’s refreshing amidst the noise and helps keep the focus on the bigger picture!
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