RE:RE:The devil is in the detailYeah interesting DD Andrea - thanks for sharing.
i guess we’ll hopefully find out more over the next month or two whether Giii is filling in the gap. I think the immediate opportunity for GIII may actually be better if the primary SM we’re negotiating with is not Shell, because we pretty much have an instant opportunity to partner with them as a second SM to fill in the gap in their product line (which you’ve highlighted)
Very keen to see what happens with the SP when either/both a DA and financing are announced. If you guys remember there was no movement when the LOI was first announced back in November, so was a great buying opportunity with that de-risking milestone. I’m hoping we don’t immediately jump to $3+ per share, would be great to continue flying under the radar and providing the existing SHs An opportunity to continue accumulating.
Even with just a handful of facilities up and running this could easily trade for $2B market cap if management continues to guide the same project EBITDA expectations (assuming project financing isn’t too dilutive)