Renergen General Discussion, page-3211

Good morning,

I see some catalysts in future.

- next quarterly report will come end of september, and will include helium sales. but only a fraction of the quarter is covered by full production/sales. And payment is normally delayed after delivery.
- first quarterly report with full production is end of january.
maybe they manage to write the quarterlys not with a full month but only 2 weeks delay in the middle of september / january.

- Ipo is a strong catalyst, but it would be somehow crazy without a full quarter of great production. why give needed money away for a few month ?

intermediate newsflow management can create to help shareprice a bit before ipo:
- in the short term confirm of deliveries to customers
- production update, compared to nameplate capacity
- well updates

so, we believe (actually never gave up to hope and believe) and see the chance and value. And sometimes got frustrated - of course I bought more after the ISO containers were shown on X just to see it continue to drop because optimazation took more time than market expected.

others have to loose their perceived risk to be triggered to buy. will happen over time if things run smooth.
with every delay we lost some believers. with every success we hopefully gain some back.

good thing is that company gained enormous experience in the past years and showed ability to solve problems, which are inevitable. And Stef is good in networking / financing, which is needed now.

Will there be future problems ? maybe. e.g gaskets and sealings for ultra low temperature are a very special topic with only a few materials able to be used, hope we have spareparts for the most critical ones and do not have to wait for supply if one cracks.

I hoped for an explosion, fomo, short squeeze on jse, too. would have been a nice chance to double holdings if traded right.
but now I think it will be more like a steady rise while picture of the company changes. This is fine for me, too And maybe even a bit more healthy !

glta,
sd