Does anyone have a view on the market value of the first BRN contract or are the numbers unknown?
How would the value of that contract compare to WBT's first deal / a typical deal?
Answers to those questions should tell us how close a first contract spike will be to $1b.
Also, how much of that has been priced in following BRN leading the way? In my view, some of it has been priced in.
On a side note, hope soulman can get back in at a decent/reasonable price (I'm sure he doing is just fine, the OG's can sell any day & be alright!), firstly because I love his contribution since way back when but also because I'm not sure about his reasons for selling (geopolitical) - think its a bit too doom & gloom, similar to what people thought would happen when trump won 4yr ago.
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