RE: The Bird Process5 Feb 2025 12:44
P99, I too have noticed on the various CB stable people become more and more frustrated, I too am frustrated we aren't where we were supposed to be. Personally im optimistic about this year. the chances of doing absolutely nothing are far less imo than doing something. we are cashed up, lots in the pipe line with regards to news owed, spending the cash on furthering the assets and more importantly assets waiting for the right economics/deals.
I find the BB's interesting to see the full suite of opinions which everyone is entitled to. i do believe that as a collective we could help ourselves more. Any promising rise is met with a barrage of sales (again entitled to do this), any good news is met with immediate pessimism and any flair is just snuffed. Im not asking anyone to stop posting or managing their portfolios, it is purely an observation. I believe though that it affects us by contributing and publicising more and more distrust in our own company. of course it is going to spread, hence ARCM and Kavango worth more with less
food for thought.
ARCM - twice our MCAP, less quality assets
Kavango - twice our MCAP, less quality assets 4500sqkm on the KCB, we have 13000 sqkm.