Turner Pope Note & Rns10 Jul 2023 11:19
turner pope issued a note. they are normally ‘super co-operative’ and go along with whatever message colin is issuing. same again, but they end with a very clear comment about the scale of paradox saying , ‘various alternatives’ will be explored in coming months. it feels like zephyr have not ‘tooled themselves up
‘ to competently deliver, the rns continues with a frustrating slow process jam tomorrow message, which in this market only moves the sp one way. disappointed that i invested into this 18 mths ago, caught by the hype and potential…..did not look fully at their capability to actually deliver.and now looking at a long way to get back. seems to me that the best outcome here is a deal with an experienced operator jv who will bring the know how, dollars and reputation to actually competently deliver a field devt plan. looking at the sp, the sooner the better, on their own, they seems to be floundering about blowing cash from one inexperienced **** up to another