RE:RE:No volume and desperate sellersSirlostalot wrote: Hello ML .. Have read Sohaib's in depth synopsis of meeting with Brian and he indicates debt to be slightly over 900m at year end 2023 while Brian's interview with Margot Rubin indicated 900m could be reached in q4 2024 or maybe even q3 2024 ( meetings/interviews all in Dec23) , always seems to be unclear communication and it seems lost on Brian and Mgt that this is an investment to most people not a petrochemical science fair project. Reading all the positives would lead one to believe this is a stellar investment yet SP action continually shows otherwise . You seem very knowledgeable on company what is your take on debt position ?
I too noted the discrepancy in Sohail's breathless "in depth synopsis". Whatever is alluded to en passant with on line interviewers, whether Sohail or Rubin, ultimately we can only give credence to what the company says in its official filings with the authorities.
My reading is that the company will exit 2023 with a debt load closer to $1100 m rather than $900m.
Today is the last working day of 2023. Of course one can always hope for miracles over the weekend.
Happy New Year.