Good News & Bad News, page-15920

Our little PLS which, IMO (LOL) is only just starting to show what it is capable of, is, today, ranked 25th greatest market cap on the ASX. https://www.marketindex.com.au/asx50

If we were in the energy index XEJ, we’d be third behind only Santos and Woodside. https://www.marketindex.com.au/asx/sectors/energy

If we were in the industrial index XNJ we’d be second behind only Transurban and ahead of Brambles. https://www.marketindex.com.au/asx/sectors/industrials

And if we were in the utilities index XUJ we’d be on top (by a fair whack). That group includes entities like the APA group, Origin, AGL https://www.marketindex.com.au/asx/sectors/utilities

I mention those other indexes because we are, I feel, very closely aligned to them. I also enjoy, when seeing our relative position in MC like this, thinking about all the naysayers of the past who staunchly projected things like “what, no chance selling dirt with such small percent (6%) of white powder will ever get into the ASX100”.

If we are knocking on the door of the ASX20 now, how hard will that knock be when we have P1000 + POSCO + Calix (plus potentially licensing of calix based process to others….

So so glad I jumped on board those 5 or so years ago and never sold a single bit yet. I jumped in to “pay for” a cybertruck (yeah I know). A few years ago that became possibly a little fleet of cybertrucks. Now the near term horizon is more like …