RE:RE:RE:RE:Why can't they go alone?It will be very interesting to see how this unfolds Gut. You've never changed your thesis over the many years here and I hope you are rewarded as such!
I can't help feeling that going alone isn't possible? I could be nuts, yes. But it's certainly at least a possibility.... Given Justin's previous work history and all those connections...and....I can't believe I'm saying this? But ...a $Billion today isn't the same as 10 years ago. Not sure if you've seen bank earnings? Not to shabby. 1.5 year pay back on top of that, maybe? What other new business could offer such a quick payback? Not many.
As you've mentioned before... No one should put a time on a release. I'm certainly not wanting to give Justin any leeway.... But when he says May... What do the people working on this new DFS say?
Hopefully it is May? But I'm prepared for later. Let's not forget drilling going on in the "gap zone". Maybe further delays to include those possible results??
Anyway.... I'm feeling very positive on a 2-3 bagger on this one. From my initial buy in. Who knows? I was hopeful for a 5-10 bagger...but it seems not in the carp for this one for me at least...