RE: Rome not built in a day4 May 2022 19:24
Agree there are always risks.
That said, overheads and capital requirements are comparably lower than most resource organisations (who are not operating a project generator model).
Start up risks on a very diverse portfolio of projects are mitigated on an overall basis. And the majority are funded by third party JV.
Returns will be lower per opportunity, but with multiple JV the sum effect should balance that.
Time will tell. Right now, all are under risk until the first product shipments and revenues are realised for each opportunity. This year or next, or never, who knows.
I'm in and holding.
Good luck.