Waiting on actual dataAt our C$27mm market cap, two items jump out:
1 Despite AXE has clearly communicated expected Clean Tech benefits, and expected econ benefits (like expected CTI cap and op costs). They have yet to publish actual certifiable data: actual clean tech benefits, and actual econ benefits, actual production numbers captured at Marwayne, etc.
Either
(Bad) the clone of silence clause management signed will indefinitely handcuff AXE's ability to publish actual data (this is worst case for shareholders?) or
(Good) actual data will eventually be released over time (need strong shareholder patience; loop back and see C$27mm MC and this tells all); i.e. perhaps when sales are triggered, end of project reports to Gov like ERA are made??
Don't know.
Wondering if the company willing to provide (1) which/what actual data point item will never be released, (2) a list of data point that can be released, and a timeline when.
2. I don't think producers ( nor shareholders ) know what AXE CTI can provide in terms of carbon credits models, off-setting carbon credits that producers can apply to their other conventional production, carbon credit monitization schemes, tax benefits, etc.
Producers are gravitating to CCUS because there are published tax and carbon credit models beneficial to them.
I haven't seen/read AXE has such ideas yet, so I assum this is an item missing from AXE communication/marketing arsenal. Perhaps I missed, so I'd appreciate anyone here can direct me to a link or something similar?
I suspect this item can be resolved in short order? yes or yes?