I do a lot of reasearch including listening to fund managers I sometimes agree with their analysis and going against them if I don’t. I use them to bring ideas to me and from there I assess . I do the same with annual reports, investment news letters , company conference calls , and broker reports . The key Is listening to the bass of their investment case. I am always a fan of buying where the company trades at a discount to NTA and makes money , same reason I hold MGX. It’s important to be fluid in your thinking . Reading this thread you clearly have an axe too grind. Former employee? With an EVof 40m odd and assets on the book worth arguably a lot more than that 40m I can’t see the reason for your negativity .
Ann: Appendix 4D & Interim Financial Report 31 December 2017, page-31
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