I think your foolish to take everyone TS says on board. I've had similar emails from TS
Tony is in fact just a salesman remember. Everything he states is so bullish. Sometimes not even answering the question..
It's actually quite poor investor relations in my book. Tony should not be sending out these text message type replies 2 hrs later. It just dosent seem professional, or best use of a $1b aspiring chairmans time..
The more I hear from Tony, the more I think about some actions of the last little while, the more I worry everything CFE is doing is VERY short term focued.
The TS buying on market, the options, the buyback, the quick sale of makyo, the guidance we get, and the strategy. Has anyone stopped to think where the next Marampa is once this has been sold?? After the divy, what is CFE to buy? Undervalued assets don't just come on the market when you want them to..
Best result in my book is someone takes over CFE, aspost Marampa I don't see value.
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