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Re: enthalpy post# 84898

Friday, 04/12/2019 6:16:57 AM

Friday, April 12, 2019 6:16:57 AM

Post# of 95381
My main concern at present is ensuring we've not become too close over the years and blinded by our own ideas. With so little communication, we've always had to put the pieces together on our own as to what happened and why. This can potentially make every little detail seem more important that it may actually be in reality.

Of course I believe this can work out to be as big or bigger than we think, but time has changed the opportunity: the return needed here to justify the opportunity cost of capital for years continues to rise exponentially.