I Love Matt!28 Nov 2020 21:00
Brilliant interview, and to be frank Matt really hit home somewhat. Clearly Fortune was thinking HARD in that interview, desperately trying not to let anything slip, I don't I have ever seen an interview where so much was said and yet not said, which perhaps sums up the whole last 2 years I suppose. We are where we are but I think, and always have, a lot is going on in the back ground. At least FM is finally admitting the story needs work, which is basically what Matt pressed him on, and hopefully plans are afoot.
My big concern is still HOW the market will value BMN even if/when (looks more like when :) ) we get a chunk of the Eskom / IPPPP contracts. The structure and partnerships are so convoluted and shrouded I suggest it will not be until numbers start to appear on the balance sheet?
I do feel the rocket slowly trundling to the launch pad... and it will all happen very quickly with lots caught out.