As always, good to see contrary opinions, specific to latest announcement.
Expect that the Q1 quarterly, out in April, will detail to a greater extent the background and rationale around the opportunity and deal. What I like is that it fits the Strike playbook of appraising undeveloped 'high-impact' opportunities in areas where there are supportive governments and adjacent infrastructure. Regulation and lack of infrastructure are classic project killers.
Diversification is the only free lunch.
Cheers
Adaltiora
As always, good to see contrary opinions, specific to latest...
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