Evening Finn,
Thank you for understanding my perspective this evening.
Whilst we may all have tunnel vision at times with CGB, I must say that I respect no poster on this forum more than @Luke164
He clearly brings an educated, high quality, constructive energy to the forum with a demonstrated understanding of business principles & financial literacy. He is an asset to the forum we are all lucky to have, that's my opinion at any rate.
I probably sounded like I was having a growl today, because I was..Not because I have given up on the potential of CGB..But sometimes it pays to have a growl, I'm sure Sholom will read or recieve the feedback & hopefully take into consideration.
I just don't understand or always agree with all of the decisions that CGB make..My opinion will evolve over time naturally to reflect our financial position at any given time & whether I believe the company has performed to my own standards placed against it for each quarter.
I'm probably in a more conservative frame of mind financially than perhaps they are, CGB are playing aggressive which can pay dividends or end up on the rocks equally.
I'm seeing the benefits of shelving the bauxite..Perhaps Pnina & Sholom know something I don't & one would hope so.
Again credit where credit is due for a lot of the work that has gone into the new business model since 2017, if Sholom can generate meaningful revenue in the near term via our consumables & hit a home run with the bauxite & R&D I'll be forever grateful.
Just because I don't understand the risk or move of the chess piece doesn't necessarily mean it's wrong..Perhaps an off take now would calm the waters? Last time I looked you don't necessarily need a mining concession or lease to secure an off take, if the lease doesn't eventuate the contract is voided..Simple.
If I'm wrong please correct me.
The food division is looking tastey though, I have a good feeling for whatever it's worth
Any tangible news from Israel will also send this soaring & I may owe Sholom a big apology.
I'm probably incoherent due to exhaustion, apologies.
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