RE:Eric Nuttall - No Love Yet For PIPE / StrathconaThanks for that. Yep, as he says, the one thing that is making people skittish is liquidity for next months to a year. He can't work with that (not for the objectives and timeframes they are working with).
He indirectly reffered to GMT and wonder if they will stick around after? (I'm wondering if that would have any positive effect liquidity at all?).
But yep, aside that, everything he said was spot on as expected he sees positive going forward, but it does not meet his oprating requirements (right now). Meets mine though, I'm on the longer side.