AEI Valuation Discussion, page-88

the qtrly is less than 4 weeks away, they a I would say slowly realising they need to continue to up their game on comms. The most recent investor presentation was a massive improvement in its own right so they are heading in the right direction.

Michael referred to ‘comfort levels’ from existing mgt with realising very specific information. There is a spectrum from only announcing things as they happen to giving too specific aggressive future milestones and targets which if missed creates perception of failure.

I think they are already discussing how far they are happy to move to more specific future statements but personally I don’t expect any immediate new comms until qtrly update which is fine by me to be honest. Probably about as much as I can add on the topic. I only meant to do a summary update but have answered questions as best as I can.

good luck to all. Nice orderly sensible group of investors here it seems which is why i thought I would share