First Tidal Acquisition Corp T.AAA

Ethanbrodie is back..

[Ethanbrodie123]

Hey everyone, it has been a while. For some reason, my other account was not working so I activated another one, using the same name except the 123. 

I am curious If anyone is going to the meeting tomorow? I asked Richard and he told me that there will be no recordings or presentations online.. 

Tells me there is not going to be anything of material.. Except for the fact that they will undoubtably downplay the ICL comments.. 

If everything was rosy, why gofor SOP right now and spend extra money when you are trying to get financing.. I don't like to say it, but I think they may be hitting a few snags.. 

I think ICL does think that the capex is a little aggressive (keep in mind there is about 100 mil in contingency in that 650 capex number) but I also think they are playing the game of doubt.. 

I think ICL is going to try and strongarm aaa in getting even a better deal to put up more equity in the company... I think aaa shot themselves in the foot by saying all those good things about ICL that now aaa's management credibility is in jeopardy if they disagree with them, and will send the share price lower, hence ICL will be there to pick up the pieces for pennies on the dollar (shrewed business tactics) ** I think that is a likely scenario but may not be the case**

I think that is why aaa is going for SOP that in case they go without ICL, they can tag investors along and say everything is ok.. until the pea comes out and I think they are banking on a really positive result. Then, they can pump the IRR and potential value. Delay the project another year while doing BFS and then the economics of that would be much more attractive. By that time, MOP will proably be higher as well and get financing as the economics will be really impressive. 

I think aaa's management team see's the ICL strategy and they are trying to play the game as well basically saying that they can do it more ways than one. I think ICL also shot themselves in the foot by borgas's comments that they thought right from the get-go that they thought the CAPEX was aggressive. So, it is obvious in my point of view that they are stringing this along to get an even better deal. 

Anyway just some thoughts