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Tuesday, April 05, 2022 10:54:16 PM
I mean, look at the update from 2014, and they say that they are close to signing agreements or something blah blah blah, so it's easy to feel like they keep kicking this can down the road. Here's what's hard: we could just be sitting in another year of purgatory like the past 3 years, hoping that this is the year they need to meet their deadline (like they always tease at the beginning of the year). BUT this year is not your average ho hum year of hoping that the phrase, "we're hopeful that we'll make final investment decision by the end of 2020, 2021, 2022.....(or you fill in the words or dates). Nope. This year, the market conditions are almost too perfect!!!
It's hilarious to me that we're all acting like that kid, that every classroom has, who always knows the answer, stretching out his or her (or preferred pronoun) arm, saying, "Me, me, me, I know, I know!!!" And the teacher just keeps looking around the classroom, ignoring that annoying kid, acting as if there is no one with their hand obviously raised in the air. I was NOT that kid, but I HATED it when the teacher refused to call on that kid, who obviously knew the answer, just to make a point and make the rest of us suffer for not knowing or participating. Well, we all know the f'ing answer right now. The market is now. The opportunity is now. And it's really freaking annoying that Delfin seems to be ignoring us and the obvious market signals and opportunity. That's how I feel.
However, that statement released on 4/1, and shared by Dave (thanks again!), is more detailed and specific than previous statements, which makes me think (not feel) that they are getting ready to rollout something significant and real. Based on some of that language, it finally seems like they know they can't just keep waiting for everything to line up because there's not much more to line up!! It's all lined up for them! It finally seems like they realize the time is now for them to put into action their plan that they've been lining up the past several years. It also seems like they - unlike some other companies - are prepared for this opportunity, and the result will be a R/M that is the sexiest of R/Ms ever, all wrapped up with a pretty little bow on top (I can say that). ;)
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