Thursday, December 21, 2023 7:57:48 AM
StervC thanks for all the DD you have provided on John Park and his businesses the last few months! I truly appreciate it and it's really incredible that Spooz was able to announce the take over as well as to complete that and 2 BIG acquisitions in really less than 2 weeks. That is lightening fast!! I can only imagine how much effort from both sides went into getting that completed in that short time.
Also, it's a very big deal if the sugar and chicken parts contracts are indeed going forward and fully financed. The press release said they would "Continue to Secure" contracts here and for other food commodities as well as in the LNG space. To me that means they have a number of contracts in play here so yes they likely have those contracts and I am hoping we get a glimpse of the backlog of all contracts validated for both businesses here very soon so we can then evaluate what this business could be worth for investors. Just the 2 original sugar and chicken paws contracts alone were worth almost $600,000,000 in revenue terms but my sense is there is possibly much more to this. It would also be good to really get a deeper glimpse into the LNG business. They have a number of partners, huge companies, listed on their website and how JP fits into those partnerships and the LNG strategy going forward would be something I am very interested to hear about. Thanks Again!
Also, it's a very big deal if the sugar and chicken parts contracts are indeed going forward and fully financed. The press release said they would "Continue to Secure" contracts here and for other food commodities as well as in the LNG space. To me that means they have a number of contracts in play here so yes they likely have those contracts and I am hoping we get a glimpse of the backlog of all contracts validated for both businesses here very soon so we can then evaluate what this business could be worth for investors. Just the 2 original sugar and chicken paws contracts alone were worth almost $600,000,000 in revenue terms but my sense is there is possibly much more to this. It would also be good to really get a deeper glimpse into the LNG business. They have a number of partners, huge companies, listed on their website and how JP fits into those partnerships and the LNG strategy going forward would be something I am very interested to hear about. Thanks Again!
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