"What I do seek to find out is why the shorter or seller has come to their view. Assess whether I believe it or not and build it into my investment thesis (or not). "
If you ever find out before they are ready to declare their hand then please let us know.
The last time was because of the environmental impacts on Macquarie Harbour. The issue came and went. The way the shorts are progressively being added to is a concern however looking long term this company looks good to me.
I'm sure we are going to find out soon enough.
Ann: 2020 AGM Presentation, page-73
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