RE: Off topic weekend joke24 May 2021 01:11
There is one crucial difference Brad, if one of my companies prospects change or I perceive the management to not be performing or making progress I won't hesitate to cut them. I get the impression that you would stick by TG for another 5 years no matter what.
Specifically regarding TLOU if we don't get the full PPA and funding and the transmission line started, within this calender year I'll be out. Those are my lines in the sand.
There is a time cost to money invested in long term holds and it's entirely reasonable to weigh that up with all the other evidence. The potential here may be large but I have identified other companies where there is also large potential but which may be realised sooner. I won't stand by in blind faith if I am not seeing the results expected and promised within a completely reasonable timescale. I understand when talking about Africa in general that expectations have to be tempered but I think that my line in the sand is completely reasonable no matter what circumstances prevail.
If you see this as not being loyal then we'll have to agree to disagree but I feel you have to have some guidelines otherwise you risk losing perspective and a lot of money!