Hi guys, new here to this board.
Being interested in PM Sector and working with technology (often AI related) in my daily life this company has quickly received my attention. Not invested at time of writing.
What i'm wondering though is the following: PM's has a good run ahead. Windfall Geotek will benefit from the ever increasing need of exploration success and the fact that their (potential) customers will have more sizeable pockets. However, do they also have a kind of leverage on the price of PM's? Rise in price of gold/silver aggressively improves margins of miners. Does WIN has some similar kind of leverage effect? E.g. determined in their contracting or something.
If they do have some sort of leverage, great.
If they do not, their growth is limited to the speed they can grow their operation towards extra customers. Rapidly growing IT operations isn't easy, let alone growing operations that requires specific rare skills. I don't know about the labor market in Canada, but in Europe companies are waging war for that kind of employees. Anybody here knows more about this? This is currenlty why i have reservations about investing in WIN.
Thanks!