Valuation calls30 May 2018 21:11
Dear all
All comments on price targets and market values are pretty finger in the air at present
As Lurker says the model/data we last had is very dated and of limited value.All I would conclude is the economics are much better now. Also it's an integrated model and GE bring additional efficiencies
In conclusion I think the deal happens. It will be very good for all parties, Mozambique, GE/CMEC & most importantly for us, Ncondezi
I am not worried about the specifics
I have been a long term holder. I just want to see continued progress towards a conclusion
This has every sign of happening
I also believe the details will so much better than any consensus expectations
I am loving the increased awareness of the company
This is only the beginning
The next few months will be amazing
The end
TTP