Post by
Jimmyjohn1 on Apr 15, 2022 2:53pm
Market Mindset Interview With RR
https://youtu.be/jtFsFWgeVnI
Comment by
mrfrankl on Apr 15, 2022 6:52pm
This is really exciting. Net up to $18 million on the heavy haul rigs, and being able to make money on helium from other company's natural gas wells. Great stuff
Comment by
Buyhigheatchips on Apr 15, 2022 7:33pm
I wanted to hear more about the contracts. Is there more on the full interview? I tried to play the full interview but it says "we're processing the video check back later".
Comment by
mrfrankl on Apr 15, 2022 7:40pm
Well the investor presentation says they'll be announced April-May. So it's still early days
Comment by
Buyhigheatchips on Apr 15, 2022 8:20pm
I thought maybe there was more in the full interview about the structure of the contracts (spot vs 5 year) but there wasn't. Some interesting tidbits about possible future ventures though.
Comment by
TheYman100 on Apr 16, 2022 1:54pm
I emailed Don about the end user contracts. I've been informed they are going over the offers and once the details of the new wells are announced (which iirc will be at the end of the month), shortly after they will announce the contracts
Comment by
Buyhigheatchips on Apr 17, 2022 7:11pm
$12 to $18 million net annually. Presumably that's USD. How much market cap is that alone worth in CND? Also, on the second listen I picked up on how the heavy haul truck(s) will *save* us from waiting until fall (!) to receive one heavy part of the plant. This management is solid solid solid.
Comment by
MiniTrader1 on Apr 18, 2022 1:06pm
Thought there would have been a nice jump this morning off of that excitement. Will see what power hour and EOD does I guess! or maybe just solidifying the base..