RE: The solution5 Oct 2019 19:21
As said before, I think PJ & SM kicked this off when oil was King and the PoO could only increase, with no end of demand in sight.
Once SL was discovered, nothing could possibly go wrong - in fact, everything one could dream of was "in the bag".
Getting funding wouldn't be a problem.
Well, now we know different and who'd have predicted things would be as they are now? That applies to PJ & SM, to you and every other reader of this post who's put money into RKH and to everyone else who saw the FI as the great new oil opportunity.
Forget about Greta Thunberg, as oil's going to be needed by humanity for some time yet. However, a possibly greater threat in my opinion, is that with all that oil and gas in the region, someone's going to pick up the FI oil and gas region for peanuts.
As the PoO falls, perhaps HMG delays its decision over the Export Credit funding, the Peronists get back in Argentina, investors (like you) give up, the predator moves in as everyone looks on in dismay.