Binary10 Dec 2021 08:10
I've always believed QFI is a binary bet. Boom or bust, simple as that. But from where the SP is now, the upside massively eclipses the downsided. So is it a 50-50 chance of success? Well a few years ago, after Maersk and KSA I would have said 'evens at best'. But now I believe the odds of success are firmly in our favour. We just need one adopter and the rest will follow. And our ever-growing list of potential clients, keeps me confident that it's 'when not if' one of them signs on the dotted line. Sure, we can still lose the lot, but the potential rewards are literally eye-watering, so it's a firm 'hold' for me, and I'll continue to trust the BoD to deliver