Post by
Margin321 on Aug 30, 2022 12:02pm
No one totally believes Rohlfing hype
He talks about the near magic processing plant that he has been working on for years. He talks direct sales to end users. He delights in being on the stage rubbing shoulders and getting praise from the CEOs of energy majors. There is just a tad much promotion when he gets on a soap box.
And yet it all could actually happen. I guess start of production and offtake agreements leading to growing revenue will be the key. And that shouldn't be years off at this point. An early 2023 story. (getting the contested licenses resolved wouldn't hurt either).
I sure hope it plays out that way. I could use one of my high risk pre-production picks to make progress to the high rewards part.
Comment by
rmreism on Sep 01, 2022 1:48pm
I agree with this sentiment. My biggest concern is delivery of the finishing plant and then successfully getting it up and running. Fingers crossed.