RE: Such a beautiful story unfolding here20 Jun 2025 08:43
Scotty,
Although I agree that the potential here is much bigger than the current value, it's still potential.
Cameron is just sharing his view, which may be slightly pessimistic, but is still genuine.
The market has seem the news and rose 40-50% on it to price it in based on the fact no actual deals have been announced.
It could still rise strongly before a deal is announced, but I can understand why Cameron is saying this is the value the market has placed on the current details.
If / when a deal for substantial value is announced that is definitely not priced in yet and the increase will be multi bags from here.
I hope we see some good news on the deal front soon.
Good luck holders.