I sold out since 1) my gut told me to and always listen to your gut, you'd be surprised how often it's correct, and 2) I identified another trade where I see large upside and I want to switch.
Looks like I dodged a bullet, more delays and downgrades and funding not sorted yet. People need to watch the committments, 200k lbs due FY25, FY26 due nearly 700,000lb. Margin of error is getting smaller as it's a small project
One day PEN will operate smoothly and it will all be ok but there is likely a rough road ahead this year.
Ann: Update on Central Processing Plant Commissioning, page-10
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