It will be really interesting to see Scott's reaction to questions around the current SP after this ann.
Last fireside chat he seemed pretty confused by the market sentiment given the two discoveries. He also stated he didn't understand the obsession with CGR numbers and now they have been given and more emphasis has been put on the fluid potenial am curious what his thoughts on market sentiment is.
I'm hoping he can now see the damage that has been done with poor timing of CRs + lackluster marketing around the discoveries. He has given the market what they wanted regarding more emphasis on fluid including pictures of the little vials so surely now the dots are being connected that this is a different issue and funding is paramount.
To be fair though we have been getting significantly more media attention over the past couple of weeks which has been great to see.
PPSA signed and this will rerate, major major catalyst IMO
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- JRI IVZ Fireside Chat - March 26
JRI IVZ Fireside Chat - March 26, page-98
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