Agree with this post. The hype and wait on JDA for me is just to confirm the long term hold potential, and that a huge business is actually to be built here. anyone selling on short term gain if a positive SP next week is near sighted to the long term value potential. i want JVA to validate that we will see sub $1.5 H2 production in Australia shipped to Europe and Japan, helping solve an emissions challenge that the whole globe currently faces and that Australia currently contribute to on export coal. I want to see Green steel made from Green hydrogen and see the removal of 8% of global hard to abate heavy industry emissions.
But rather than wanting the market to be closed for 5 years with my eyes closed, i will hold for as long as management deliver on the project, progress in shareholders interests and start to form a massive business that will solve the challenge of our time. I'm hoping that is until 2030+ that i sell but as noted by some others the take over defence may be pretty weak for PRL and FFI will be taking a keen interest in the JVA.
all in my opinion and i remain hopeful for JVA and for Australias future contribution to massive global green hydrogen production.
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