RE: Yeeeshhh15 Jun 2024 09:00
If it's been slower than you expected, NAL, you were probably taken in by the ramper narrative. One could argue that the increased price of money necessitated a reduced cap-ex pfs, which slowed developments, but 10 years ago you'd have been insane not to bank on a significant rate increase at least once during the usual explorer timeline.
In other words, things are taking time because these things take time. If Solg can keep the lights on for the next couple of years, it might come good the other side. Just time your buys/sells π