Alex Interview May 14thGood interview, really a presentation with the interviewer getting more specifics.
- -Clearest explanation of the power business I have heard, with expected timelines. Revenue generators in 2025.
- -Debt payments switching to growth capital in 2025.
- -Covered the Douverney JV with Sparten. This was something I didn't really have my head around, and it is really exciting for the future.
- -I bought into Journey because of its growth model and Alex's prior success with growth models. Nice to see it all laid out.
Touched on, water/polymer flooding, discount to NAV, and many other things. Really worth a listen to if you are interested in Journey.
https://www.youtube.com/watch?v=dUSHLHD789M