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Re: kabunushi post# 700002

Friday, 06/21/2024 9:46:57 AM

Friday, June 21, 2024 9:46:57 AM

Post# of 704237

. If they get a deal with say a BP they could get a vg price. If not, and they would be pretty unlikely to have a deal with a major investment bank from the looks of it, then at best they get a deal with a hedge fund that may or may not be looking for quick in and quick out vs real investment. That means that they may or may not get really raked over the coals by somebody who knows they've got all the leverage.

In short the MAA could be followed by a very positive deal but that is far from guaranteed from where we sit. There may or may not be a devil in the details and whichever it is will mean a lot to the share price and strength of the same going forward. Going forward how fast or slow they can roll out in the UK to start lowering their cash burn will be huge if they are going it alone with funding from a hedge fund. If they get a deal with a BP, the largest concerns about the rollout going well are probably quite mitigated. If not then they need more money on a continuing basis and their ability to roll it out comes into question.


Sounds like another soft bash to me. Get a grip, your fear is getting the better of you.
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