Been away for 3 weeks. Just caught up on the last 3 weeks here.
Thanks to all for the ongoing high quality posts and discussions this really is one of the best forums on HC.
My thoughts on last 3 weeks…glad the DFS wasn’t a shocker or it would be all over. Still a few question marks on some of the assumptions and inputs used but who isn’t going to be a little creative and use the + / - 15% accuracy to their benefit at the pointy end.
Happy Bob delivered it in a reasonable time frame it builds more confidence.
Crux and Proactive interviews I didn’t think they were as great as some of the other regulars here. IMO he was asked some pretty direct questions that he did a JM on and went all round the houses and didn’t actually answer the original question. Hence sentiment changed from NBSB to Bob
Lets hope we here something on debt and offtakes in the remained of this month.
Crunch time is coming.
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