The first thing I always look for when investing in a company is management.
That's why when MB took the helm of TTE/GEV, I jumped in as I missed out on LNG and wasn't going to miss out on the "next LNG".
MB is a true entrepeneur and visionary.
That's why when the sanctions with Iran were announced, I didn't panic as they were no secret and MB, like the rest of the world, knew they were a possibility long before they were formally announced.
Given that he has forgotten more about this industry and how it works than most of us will ever know, I'm comfortable in the fact that we wouldn't be dealing with Iran if it wasn't "doable" and that sourcing additional stranded gas deposits is the least og GEV's problems.
GEV Price at posting:
24.5¢ Sentiment: Buy Disclosure: Held