the assets themselves are worth alot but there's been no real effort to realise that value. To me there were two key events which have dented sentiment 1. The surprise cap raise and lack of transparency 2. The desire to expand production ahead of capital returns
the market does not reward increased production and certainly the execution of production guidance had been poor to date
CE1 Price at posting:
14.8¢ Sentiment: None Disclosure: Held
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