ETM 0.00% 2.0¢ energy transition minerals ltd

Ann: Appendix 4G, page-7

  1. 3,453 Posts.
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    Actually looking for a flutter with DM involvement. I've been monitoring his SEC filings for a while, there aren't that many "action-mans" or execs that can progress projects along. Plenty of professional board members, that don't necessarily tick the right boxes.

    So looking for the pivot point, for the hypothetical cornerstone investor entry.

    But the more I look into it, it seems to need a clean out first thus the scrutiny (not down ramping), asking reasonable questions and blow-torching the issues, fact checking to get a constructive response; so keeping an open mind at this stage.

    Seems to be plenty of Chartered Accountants here pushing their professional designations yet have no capacity to provide listed securities advice under their frameworks. Here's hoping they don't ruin their relationships if this doesn't work out.

    So yet to consider why the entry would be now, and no say 12 months time after the next Annual Report / AGM and legal fee expenditure.
    GGG on ASX does have the support algorithm running; but likely not adjusted to the recent asset value being nil. (It had neither responded to the Uranium spot price movements, pre-uranium ban, and pre-election). This is different for you in the OTC; no disclosures reportable; there are some 10M -->15m sitting there somewhere, when you consider the 13F Filings for the GGG:ASX disclosures/data-matching with Global X - URA at the time.

    Yet to also see some of the regular poster come back also, you would imagine if they would be enthusiastic too for the arbitration - however it appears the echo-chamber has gotten smaller - so need to consider, what do they know that we don't?
    Our "war-gaming" helps predict, but it requires constructive responses also from others in the echo-chamber. If you are 100% positive, adjust to 80% positive / 20% what if; it'll then be somewhat more predictive. I wasn't expecting a full impairment for instance - I was expecting the Financials to compel the Board (less so DM) to put up an argument to reduce the impairment i.e. plans for Scheme of Arrangement - but it doesn't seem to be the case. The Board may have a bad report card for the last 12 months imo; in terms of delivering share holder value, outside of the DM appointment which was a positive move. As mentioned they had 13 meetings - yet no strategic value delivered in the 12 months.

 
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