Utilico Insights - Jacqueline Broers assesses why Vietnam could be the darling of Asia for investors. Watch the full video here.
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Dreamingof, having been there in the dry season I didn’t consider flooding would be a problem. I would have thought that the temporary flooding would resolve itself in any case, so if they helping it along all well and god- then it’s probably a case of pumping from the lake to the canal that is along side the site.
All we need is father famine (MM) to announce that there is no bread and no jam tomorrow!
Once again he has fallen short and not provided all of the info required. On a positive note at least the plant is now fixed and fully operational (or is it?). If it is as MM says surely he could have confirmed the current shift pattern, oh no, it’s raining! FFS man get a grip!
For all you religious folk...anyone feel we are cursed....first the covid plague...followed by floods, hope we have fire extinguishers for the imminent fire and brimestone.
So as suspected by many, we had yet another misfortune befall us. But before I carry on, congratulations for getting the upgrades all finished and especially doing it in 2 weeks instead of 4. Also safety is always the number on priority so totally understand the need for the extended shut down. Assuming late January to be after 20th and mid February to be 14, we lost 25 days of the first 60 days of this quarter but so be it.
I am not an expert so don’t know if it was reasonable for them to have planned for the flooding ( 7 years doesn’t seem so far back as to not consider it a viable risk but fair to assume that given we have not had a pot to p## in for sometime, that spending money on the risk of future flood defense was reasonably not considered essential.) But we have now had to spend it.
As for the risk of dilution or more draw downs from Atlas, am unsure. Would have been nice to have had a reaffirmation of the intention of going to 7 days by April.
As it sounds, we are basically told the usual story...problem came up that has cost us and now we have nearly fixed it and it wouldn’t happen again but you ain’t getting a clean month of production this quarter. That’s ok, there is always next quarter.