SLR (ASX) Ann: Appointment of Corporate Development Officer

Hey MIS
You need to relax a bit. You seem angry. It's clear you have some great insights and follow the industry. And keen to have a chat now and again on HC. Actually I think you would be good value over a beer, but settle down
- Can't believe you are trying to make a point referencing my SAU post from 11 yrs ago? Cmon mate. That's ridiculous
- instos are watching this.
- I have no idea if I am top 20 or not. If I am, it's immaterial. What's that 0.25%? Not a big deal.
- I have been in the stock for 3 weeks so not ready to get a pitchfork out or make BoD walk the plank just yet
- I believe gold will hit $1400+ USD by y/e. It's at $1320 now so how is a 5% so,improbable for you. I never quoted $2000 AUD so keep to the facts
- my view is the company is building a strong balance sheet. It has cash at 25% of its market cap, and no debt. With 40% hedging. And moving away from single point sensitivity in mine location. That gives it some downside support. If that downside is an affordable risk for an investor, then you get exposure to considerable upside. On a very very undervalued company right now (for all the reasons you argue)
- what I like about a high risk, low margin producer, that has a strong balance sheet, is that it is best placed to leverage any industry upside. That's the bet. It's an affordable loss strategy.
- anyhow, SLR and PIO are two favourites of mine. PIO is explorer, but looks exciting so check it out
- you should note my comment in my previous post acknowledging lack of strategy. With a focus on risk mgt instead. Which includes no insto marketing. But I was aware of that before entering the stock. And it's what makes the fundamentals so hidden and compelling. It's a potential hidden gem. Corporate Dev Officer could kill it. That said, in saying that last point (hidden gem) I am sensitive for LT holders who have ridden this down. And I have been in that position many times. It gets emotional. But ridden back up again when I believed the fundamentals were still there. Like I believe now so hang in there LT holders
- MIStrategic, Flaming tells me you're only down 15%, on a high risk stock. You shouldn't be so upset yet mate. People are down on this 80%
- i am in this stock for next few years, so I am not concerned about trading range of 30c to 50c. Given I believe it will rerate to 70c + to $1.20
- happy to talk BoD performance down the track, and please keep the insights coming so I can see from your page.