Yep a fairly big sell off
We have to be impartial and not get bought into overhype like AVZ holders
Maybe a MC of $900 million is too high for where we are?
I think fair value is in the 700-800 Million range and will creep as we get closer to the following events
DFS for 5mtpa
Commissioning of Plant
First Product on ships
First $
Francisco Drilling program
This is a 1-1.5 billion dollar company this time next year
That is how my valuation is currently going, buy now you might be paying at a premium to a value? but it will definitely be in the black in 12 months time!
Huge selloff, page-3
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