general chat/ thoughts, page-2819

Just watched the full Master Plan video with Sven and I have to say, it's an amazing opportunity. First time I've had the bandwidth to see it after returning from overseas.

Momentum for the share price will develop once a FEED contract is signed with Shell/QGC or the MasterPlan investors get on with it and sign up the CSG industry one at a time to the MasterPlan. I can't say when that will happen, but I'll be here and ready for when it does.

I think Bahay and his team have done an amazing job to get to where we are today, it's basically commercial execution that stands between our current share price and its potential in accordance with the recently released investment research.

I then look forward to the introduction to the two Optimisations being introduced as part of the base case when the plants actually get off the ground.

Commercial and Financial numbers are astonishing. Base case is 4-5 cents a share of margin, Chlor Alkali adds another 9-10 cents per share per annum. No brainer investment, execution is now the risk that PWN has to mitigate. And I am confident that Bahay and the Team will do that methodically, systematically and eventually.

As always, DYOR.

Mr M.