I don’t want to be overly pessermistic on GCY either. After all, it is but one contract for ZEN. (I’ll disagree with you on their electricity needs if Dalgarana goes into C&M. Probably only need a portable generator, or a few solar panels to keeps some security lighting on)
But I do think it helps explain some the recent weakness in the ZEN share price, and nobody had mentioned CGY’s emerging issues here previously.
ZEN Price at posting:
73.0¢ Sentiment: Hold Disclosure: Not Held