SP Discussion, page-124

Here it goes,

The bigger holders will mop up the offer and then we will consolidate to 200m in the future. The astute have already made their move and know that buying these margin protecting assets and having the pipeline already filled for the Feb 24 hour plant capacity is nothing short of epic.

Real current value is more like 12c PS now that ANMA is secured, so dilution is not even a consideration at the current discounted SP.

We have another 1M in orders today. If you do get something today below the 5c line, well sorry its going to be just insignificant and not worth bothering with. There is time buy the lot available on market and average down on the offer again it's I'm afraid to tell you still insignificant.

Opportunities come and go, this one has gone. Head over to A2 theres plenty available and at this growth rate JAT will buy them in years to come, not the other way around.

Strategic Fund Pty Ltd