Fundamentals, page-3

  1. 762 Posts.
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    I have to listen to the presentation again but did anyone else notice how the board etc kept reiterating that they “know brine” that this was their thing and they know what they are doing with proven techniques in brine etc etc

    yea I noticed it over and over and was quite comforted by it actually. As if to say “we’ve got this” sit back and relax everyone.

    The thing is does anyone actually comprehend how large 1300ha ponds are!!!!
    It’s like 3250 acres! It’s absolutely bohemath, a monster! It’s seriously on a scale my mind can’t even get around. And that’s just SDV. No wonder it’s costing so much on capex...it makes sense completely.

    if the pricing stays up we are all laughing. The board have gone all in and I think that’s what we have all been waiting for and not a second too soon. Well done board.

    no guts no glory and not advice
 
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