I am heavily invested and happy with the progress (except the shareprice :-) ). Underlying fundamentals are great. My only concern is the political climate/decision in Tanzania.
Mick see press release 15 november 2018. Also try and compare sales and production 1H 2018 and 2H 2018 and you will see there is a one off in sales in 2018 of approx 6m (also confirmed by Eskild to me by email) and approx 2m in 2019 from a carry by M&P
The more i study both wen and Aex the more it become a mystery how you Can prefer Aex over Wen.
Wen lagrer Resource potential. Wen generate free cash of approx USD 15m Per year. Aex negative Wen PSA to 2030. Aex still hoping to get one Wen has all Infrastructure in place