Great piece of work and super interesting company. Hats off! Based on what you write, indeed the biggest risk is what management would do with that amount of cash. The Idea to diversify into renewables could be a great mistake, but they probably "have to" mention it to get a ESGish image. Just a couple of questions from my side before I dig deeper. 1) with the third and potentially fourth mines, would they increase their quota? 2) apart from the timely bond repurchase you mentioned, has the management done any shareholder friendly or value-creative action? (I.e. share repurchased, acquisitions in the bottom of the cycle..) . Thanks!
Great piece! Thank you!
Esta acción no se mueve nada. Es un poco raro con lo barata que está no?
u still bullish on Geo Alex?
Great piece of work and super interesting company. Hats off! Based on what you write, indeed the biggest risk is what management would do with that amount of cash. The Idea to diversify into renewables could be a great mistake, but they probably "have to" mention it to get a ESGish image. Just a couple of questions from my side before I dig deeper. 1) with the third and potentially fourth mines, would they increase their quota? 2) apart from the timely bond repurchase you mentioned, has the management done any shareholder friendly or value-creative action? (I.e. share repurchased, acquisitions in the bottom of the cycle..) . Thanks!
Awesome work, Alex! Thanks!!