RE: New Crux Video25 Jun 2025 15:29
BT, to be fair mate - some of your comments are a bit off piste. I trashed MC on our way out if CNR, and have very mixed feelings about DB. But truthfully, he seems to be doing good by his word so far. We've had no protracted timelines. Global economics are heavily in our favour at the moment and the political landscape in Nica's been relatively unchanged for a long time now.
I think some of your comments are coming across a bit hyperbolic and seem out of character given the recent history and activities that have brought us to this point.
Every green day is a win, and as I've said over the last many years, La India is a stonker of a project - even by conservative standards this should still absolutely pop like we've not seen before (unless anyone was lucky to ride the GPU/cypto/EV wave in the last half decade).
I'm not even saying be patient...the re-rate's happening NOW, which makes your comments all the more misaligned with what we're tangible witnessing.
Recommend you just continue to hold quietly and observe compounding value in your portfolio