RE:RE:RE:It Was Obvious I don't like the tone but some of the points are valid in my opinion. And it comes down to differentiate agenda, anger, bs from perspective, interpretation and straight analysis.
On my side, I am very long and strongly believe 2021 would show great success but:
- I am not happy with the way communication has been handled recently.
- I do not like the static monthly presentation.. old information not updated in the appendix.. I.e the page with the financing is old stuff now as for the hedging... They should mention what is open as per presentation date, not what was done 1 year ago.
- I do not like the quarterly produciton update and would prefer monthly until production is stabilize. 90 days without knowing how produciton is going is quite long for a Company still ramping up and facing operational issues. Quarterly would be fine after that.
But this is what gave us the opportunity to buy the stock at 12...I bought the deep because I believe they are now more conservative with their production target and should be able at minima to reach the numbers. I believe their cash situation would be clear by end December and put a stop to speculation about additional financing.
This is going to be a cash machine even if POG goes down another few %.
So between you, the ultra positive leader and the bashers.. I am here.. long.. and strong.. Cheers.