Magnificent - Azule deal closing is due. Oil price strong. Company and management positioned as partner of choice in the region. Market cap growth now unlocking new investment keen to benefit from significant likely cashflows. Barrel growth ahead with major next deals enabled by cashflow and credible team fits the strategy.
A rare institution in the making with legs ahead of it imo.
Looking like AET is set to put in a fantastic operational performance at the oil prices we are seeing currently while management continue to position Afentra as a partner of choice in the region: roll up roll up, another move coming up and the company’s profile set to elevate further.
It’s great to see Savannah is attending PDAC - with Lithium now possibly seeing green shoots and the understanding of the need to diversify and on shore supply as much as possible I think good things are cooking with all the work going on in the background
Exactly HC - but don’t let sense get in the way of the board troll.
Mhow - I saw the NMG deal it’s for anode material not flake graphite but a sign of increasing demand and urgency of supply diversification for ex-China sources across the supply chain