The forum here has raised all the main reasons over the last few days why this company is only at the start of what will be a huge rerate IMO over the next few quarters.
I think what gets understated when all these major developments are happening in the background is the role the management team play in all this.
Over the last 30 years I have spoken and met with hundreds of management teams across listed companies.
Especially in the microcap/small cap space this is an extremely necessary ingredient for success. The amount of times inexperienced teams have snatched defeat from the jaws of victory is amazing.
To have the foresight to go downstream and not just be a price taker for raw product was just one example.
We are so lucky to have DC at the head of this ship it can’t be ignored. He has taken what is a very good opportunity and made it into an unbeatable project.
Anyone who has ever reached out to him and met or spoken with him will vouch for his knowledge, his true desire to help and explain things proves he has a very high care factor.
I emailed him yesterday, at 3:25pm on a Saturday afternoon and he emailed me back within minutes. As a small investor this speaks loads in my book.
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