RE: Gervaise Proactive interview15 Dec 2020 12:45
Thanks BTB, and Sojourner and Floater for putting the interview up. I've just watched it. Like TomTB, what I came away with from Shaun in that interview was, 'we've grown those companies to multi-asset, multi-billion dollar entities'. Shaun also said he'd delivered 6 and 10 times shareholder value in two companies, after doing 'an acquisition that created value and had developed a couple of additional growth assets'.
Falcon started a thread called 'The next five years, Falcon's view' 12.12.2020, 12.43. For that, I suggested;
'WF, ticked! I'd add in; quiet, cheap purchase of other tenements close to Hav (if there are any left) and purchase of other prospects in the same geological type of terrain.'
From the interview:
Shaun: Its great having that flagship asset and then augmenting that growth both with the existing portfolio and also having the discipline to look at other opportunities in the market.
Gervaise: We hope to have the shareholders continue with us over the course of the next few years as the company continues to grow.
'Other opportunities in the market'. IMO, Shaun will solidify Havieron with other plots, progress shareholder value to 10 times by the end of 5 years and then sell the company. If we want an exact timeline for Hav, look at how long Shaun stays with each of his companies before he leaves.
ATB