As a recent holder I don't want to impose but merely suggest that the thread titles are a little hard to follow for peeps who may be interested in getting a decent quick overview of this Co's fundamentals. I've said earlier I think this Co is flying under the radar of a lot of investors.
Having done a bit of my own research now I'm starting to get greater conviction in that belief.
4 initial things that I think I've managed to unravel (and please I'm not holding myself out as anything more as a lay punter here)
Are as follows
1 Botswana...about as stable a govt as you'll find in Africa
2 BRICS focus is on Africa and the concept of a multipolar superpower economic future seems to be way the geopolitical wave is unravelling (at least IMO) and one road one belt seems to be the way of the future despite US exceptionalist protests.
3 Now this one's a biggy (at least for me)...I've been doing some math (which I hate)...but had a look at Oz CSG deposits in Oz...to cut a long story short...the TOU deposit looks like it's more than 1/5th of all known CSG deposits in Oz? Now I'm posing this as a question...because I reckon I've probably screwed up badly. But has anyone else come to this conclusion? Because if I'm right these are astounding figures from the recent upgrade ann. I mean astounding. Thinking 88E astounding if 88E had proven resource.
4 Thought this was a fracking play initially...then A gave the heads up it's a horizontal drill play...thought ok...what's a horizontal drill play? Don't laugh. Anyway...found this...
https://www.naturalcsg.com.au/horiz...vironmental-impacts-increases-gas-production/
Which I liked very much. Why? Cos' it makes feel good...that's why from an environmental perspective.
Which leads me to another question...the question of permeability. Havn't seen much on that issue yet but I'm guessing that if the method being promoted by the Co is horizontal drilling then at least to the present time they aren't talking fracking then surely that means we've got pretty dandy permeability?
Anyway want to hear from the longs and suggest someone take the lead and start new threads called Fundamentals or some such thing that will act as an introduction to those looking for what I'm beginning to see as a very unique play especually for those that see a massive growth curve in in the African resource space ahead. Getting really good vibes on this and despite it's very low liquidity and uncertainty with respect to the power generator unknown state of play...if I'm correct on the sheer size of the resource...then...
welllll...et's just keep this to ourselves for a while shall we?
Not citing any sources...yet...want to see if I'm kidding myself...like I said layperson...but if I'm correct...it's got me phased why this isn't in the top most talked about posts on HC. God knows peeps are looking for prospective energy plays especially when you have the great chance of a vertical model.
Anyway waiting for an education here...you don't ask you don't learn right? Big believer in the collective mind...so fire away good or bad...all good as far as I'm concerned.
Cheers
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