RE:RE:RE:RE:Crux Investor interview with DannyThis interviewer is definitely very good.
I have the impression that we are heading towards a takeover of AGG, which could be compared to a form of partnership. It is the choice of the purchaser that will make all the difference for shareholders.
In this eventuality, it is still difficult to anticipate the direction that the SP will take. AGG currently has over 13,000,000 call options and over 80,000,000 warrants. The conclusion of negotiations by the stakeholders with regard to these rights will necessarily have consequences for the shareholders of AGG.
Despite the fact that Kobada is a great project, I am confused about the SP. Even if anything is possible, I doubt anyone can make a quick win. In a buyout context, I have very few concerns for the long-term investor. The gains generated by Kobada and other income from the purchaser would be a good compromise for all of the shareholders combined. Finally, the more weeks go by, the more the risk of new financing increases.
In conclusion, I continue to watch the situation with great interest, but on the sidelines.