Q: Kraken seems like a very interesting company but I am worried about it's vulnerability to intensified 'buy American' policies, and Trump tariffs. Does it have a moat that could help it deal with these? What is your assessment of overall risk?
Q: Follow-up to previous question. When do PNG and WELL next report?
Q: When do PNG and WELL next report? What is the consensus growth, earnings and revenue for each? Does 5i agree with consensus and if not, elaborate? Between the two, which one has more price percentage upside?