General comments/chat, page-20232

I was a fan of this stock from the early days thanks to IR guy Peter Taylor.

I sold out on the 17 March NR. IMHO it was a disaster. Other big holders shared my view. (See chart below.) We did not think at the time that it would provide ammunition to shorters. I think management is to blame for tacking on negative information to what was an otherwise positive NR about a small BOA. Why was there a need to muddy the waters about what might be included in the DFS? I suspect lots of people who have bought post SS & PFS do not know the economics/process for DSO. Management hyped the concrete application, used it as an excuse for delaying the DFS (twice) and then told us it would be part of a separate PFS!

There's nothing to do but wait for: the DFS to clear up misunderstandings etc e.g. what role dose DSO play in early production; news on HPA; concrete; and nanotech.

(I now hold MEP because 50% ownership of Natural Nanotech PL provides additional blue sky.)