Post by
Nergy on Nov 19, 2024 5:05am
Q4 FY2024 financial highlights
I'm afraid that discussion with unions, strike threats and partial strike has and will put some pressure on both 2024Q4 and 2025Q1 results but let's see what the Q4 FY2024 financial highlights shows and the 2025 forecast. Let's also hope that we have a long term agreement. It's difficult to operate with Spanish speaking workers/unions since they have the strike threat in the blood.
Let's also hope they have started the ground work at EMIPA, my best guess is that second half of 2025 will be the most prosperous in the company history...... And that the revaluation can start very soon.....
Comment by
Nergy on Nov 20, 2024 4:51am
Juan is as usually silent as a brick wall, no whispers, just Spanish rumors. I think Juan is pretty comfortable sitting layed back knowing he owns ~ 2% of the company and holding ~ 10M RSU with more to come by year end. Very frustrating for us longtermers, but the end game plan is still the same. Taguas will be sold @ 2-5 BUSD in the 3-6 years time frame.