Business wasn’t going to be viable without this, but still seems to me an open question what the economics will be like with Blue Endeavour.
I still don’t know enough to invest. I am assuming that if I ever do then the right time would probably be when they do a CR for Blue Endeavour, as at this time the availability of the information I would need would be greatest. Or some time after this, but for now the company seems to be in a bit of an information vacuum.
If BE is great success then the real upside will be in expansion and replication in other areas, so perhaps that would be the best time to invest, when the concept has been derisked by initial operation?
No rush for me.
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