RE: Proactive...13 Feb 2025 06:40
It's a solid interview, in terms of the facts that underpin the reality of where Kefi is right now.
You're right, Harry is not a natural "showman' presenter, but who cares really?? certainly not me..
It's not integral (far from it) and he more than makes up for this through his commitment to succeed, and his genuine grit.
For me (and I am materially invested) this has now lost its "if" status, and is simply a "when"
I don't disagree that this might lapse into Q2-25 for financial close (by the time Master Finance Agreements are acceded to and the deal is signed into unconditionality by all parties) and again.. who cares really? not me...
I don't need the money today, and I'm after future dividends on the back of significant ongoing cashflows.
The asset is the asset.
The future cash generation is astonishing at US$2500, let alone US$3,000 +
Everything else is a side show, and there are a few blabber-machine side shows on here, that's for sure!
NFI
Bravo to the genuine LTH who have dialled out the noise and have kept the focus & faith. It will be rewarded.