BSX Day to Day SP discussion, page-999

Still fairly low SOI for our stage (Scott’s done a good job not diluting too much). 48% of which is held by just 4 groups (who one would expect will wait patiently for 2024 production to realise major gains), many outisde of those with good chunk of holdings aren’t trading for 5-10% flips either. Let ecopro keep building their position to 20 on this consol/other majors that keeping the lid on. Once they’re set & breaks are off, gains will be pretty quick imho. Nickel setting up to break 20k will help our upstream PFS, bidding by majors on other stocks will affect the entire market & even below par specs will do well as a result of sector sentiment (let alone one with $2b npv on base price with 2 trains, can only imagine npv with 4 trains on spot).

Agree mate, patience will pay off. Cream eventually rises to the top. In my super basket & happy to wait for re rate. As Scott said, once we get funding comfirmed, mcap % to npv will adjust itself.

dyor ofcourse