RE: MSMN14 Jan 2025 14:58
Another shrew move by a company positioning themselves as a diversified portfolio owner with multiple opps for passive onward revenues / future value, with little / reducing cost obligation or ‘boots on the ground’ hassle
IE more like a Helium & Gas PE house than a main helium operator
I like the strategy, its increasingly well hedged and defended, but its more for investors imo and will build in strength. Safe to say this sp base will be left soon - perhaps its started already - and likely not returned to.