General Comments / Chat, page-8667

*Whilst typing up ive seen some posts from Dav but thought Id click send anyway:-


Hi Waz, Your posts are always well informed backed up by references and graphs which help me to visualise how to view progress. I know I can be a pest but am struggling with a couple of things. If you or others have the answers that’d be great.

1/ Great that RAC are ticking boxes but does the longer it take for the market to wake mean it’s a lot harder to get outsized returns?

2/ What will wake the market up?

3/ Would a partnership at these low share prices be detrimental to getting outsized returns? (@Davisite alluded that now or near term it would affect returns if done to early)

4/ If you think outsized returns ($30+ conservative) will occur how do we go from zero - 100? What I mean islooking at 2 successful asx bios, NEU and TLX- Its taken NEU 2years to go from 1.5-14.0 & TLX its taken 3years to go from 1.5-11.0. We are now less than 1.5 with nothing in sight to wake the market up, so if things suddenly turn around, is the best we can expect $12 (12 is not outsized returns its a JC figure) by AUG

2025?

5/ DCB has mentioned an M&A could occur today. Really WaZ, would this be good for shareholders? (So many itchy feet a think a lot would drop at $6)

6/ Lets hope our “current” true value for where we are currently at with programs is spelt out for us in the strategic update so we have a bass platform for our SP. As Davisite mentioned we are currently only valued for AML. How can we achieve a realistic current value for RACE’s assets? Triangle is too difficult for average Joe to understand so do we need analysts involved? I have no clue, hence Im asking.

You can see Im struggling to envision outsized returns. I see returns, but 4 bags ($12) for a 5 year investment (end late 2025) with a speculative bio is a fail. If you or anyone else can help me to understand how we get to the conservative estimates of $30 Im all ears.

IMO Davisite is only being honest with the way he sees things. It is something that I appreciate and wouldn’t want him to stop posting his personal opinion regardless of negative or positive innuendos given. Ultimately if bad offers come through it’ll be his guidance and not DCBs or Dr John 10 dollar sell he shares Culity that will direct us.

Thanks for the hard work in putting together your post.

Warm Regards

HeyLine

PS obviously a lot will be answered in a couple of weeks . Just pondering the above Q