What we need is someone with skin in the game that wants to make this work more than anything else. DM is not that guy. He’ll sell down to profit at each opportunity he gets. His current exposure is limited and with the sale bonus pool his risk is pretty much hedged out.
Don’t know how true it is, but what CEO / MD advises investors to free carry. Where’s his belief?
4DS Price at posting:
3.3¢ Sentiment: None Disclosure: Held
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