Presentation11 May 2020 12:04
Father agree that the backdrop is very challenging on all fronts. I think that with current travel restrictions etc they will try to close 1-2 of these deals this year, but can you imagine what will happen to this share price if they close for example deal A which delivers a $10mio pa cash flow with a mix of debt and equity. Time will tell if they deliver or not, but give me this incoming team any day in a company with a 2mio mcap and that’s why I have a large holding.