Conor - looking at 2022, it looks like consensus is now 240mm of EBITDA. So people are already there. What do you think is the catalyst at this point as would have believed the upside surprise to consensus for 2022/2023 should have served as a catalyst?
Mike, I assume you're talking about KMR here? Catalysts are as before - potential takeover target, further capital return to shareholders from excess cash generated, and/or re-rating over course of 2022 as investors see the consensus numbers materialise (or even beaten).
Conor - looking at 2022, it looks like consensus is now 240mm of EBITDA. So people are already there. What do you think is the catalyst at this point as would have believed the upside surprise to consensus for 2022/2023 should have served as a catalyst?
Mike, I assume you're talking about KMR here? Catalysts are as before - potential takeover target, further capital return to shareholders from excess cash generated, and/or re-rating over course of 2022 as investors see the consensus numbers materialise (or even beaten).
Thank you Conor. Can't wait to hear your thoughts on the recent PANR developments too.
The question on the tip of everyone's tongues heh
Thank you, Conor. Can't wait to read your thoughts on recent PANR developments as well.