Renergen CEO responds to public concerns | Stock Deep Dive
Welcome to Stock Deep Dive, a series where our team meet with companies or guests to dive deep into one single stock. In today's episode, we are joined by Stefano Marani, CEO of Renergen Limited. Renergen has been making headlines this last week on Twitter or X and investors have questions. So we are diving into these questions and getting you the answers to the Linde Helium container, clarity on social media, Phase 2 and a roadmap for investors.
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Timeline:
00:00 Intro
01:27 Why was the Linde Helium container on site?
03:00 Update on leaks and road ahead.
09:07 Current production capacity at Renergen
10:38 Social media activity and using paid research
14:39 Molopo's 2013 uneconomical report
17:07 What was ICM & Trillian's involvement?
19:30 Directors dealings
21:17 Share incentive target breakdown
22:22 Clarity on Tamryn & insider selling
23:52 Why did Ivanhoe walk away?
27:53 Updates on a US listing
29:00 Price of Helium and Phase 2 viability
32:53 Is Renergen open to meetings?*
34:04 Current risks to Renergen
38:02 Can Renergen provide shareholders with a roadmap?
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