observations20 Feb 2023 15:05
1) There are at least 5 top quality posters here and i'm extremely thankful for them, you know who you are .. (and you know who you are not, tyb :-)) PS: If Zengas was to post more here, I'd be thrilled.. not least as save.l is suspended and his utterly brilliant posting there is natually smaller in volume through this suspension period
2) Congo is a joke of a country and I'll quickly get over Tilapia ( and if, in due course, we can get $10m dollars or more into the coffers off the back of the journey there, then that's a reasonable outcome imho)
3) The plans to grow out our Italy business excites me a lot here.. and as that is achieved, I'm all for the company focusing more on Italy and less on Africa generally..
4)12m Market Cap here feels very - squared - low, in the round, to me here
5) As long as AC is learning from his mistakes as he goes then the future can still be bright here.. plenty more patience required of course... and an easy way to achieve that is to see this as a low priority Investment/Bet for a while and think about other Investments/Bets more and this less