General Discussion, page-3514

I admire the zen but blind faith in timelines, revenue, and outcomes—withoutinterrogating what’s actually happening on the ground—doesn’t sound like aperson who is running highly successful businesses!

“soon we’ll have both Walyering and SE pumpingout money” -it sounds good… but doesn’t stack upunder scrutiny.

Walyering? Yes, it’s producing. But certified 2Preserves are 41 PJ, and it’s flowing ~23 TJ/day. That gives it a field life of justover 3 years. Unless more reserves are proven (and they haven’t been), thisisn't a river—it’s a pond.

South Erregulla- The power plant won’t begenerating any revenue until October 2026 at the earliest, when the 2026–27 WEMcapacity year begins. Strike themselves confirmed this in their market updateon 22 May 2024. Miss that deadline by a whisker, and capacity revenue isdeferred an entire year. That’s not just a timing issue—it’s a serious cashflow gap. Globally, only 30–40% of peaker plants commission on schedule (Source: compiled from IEA, IHS Markit,Deloitte global infrastructure reports, and World Bank IPP case reviews)

So yes, the termites are noisy—but some of themare actually reading the contract terms, not just the company spin. Whether you’re calm, contrarian, or collecting classic cars, the real edge isn’t in blocking out the noise… it’s in knowing which parts of it are signal.