We simply need to transition from generalist dividend-focused retail investor base to fund managers who understand what drives capital growth in mining. This is Australia, many fund mangers do understand mining projects.
Combination of capital returns and growth investments will be very interesting.
The transition is difficult as new investment funds will want to meet new CEO, understand strategy, etc. Portfolio managers won't get the investment past investment committee while the business has no CEO. It is private investors' opportunity to accumulate.
Once management has been appointed, strategy presented, etc, the stock will naturally rerate.
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18 | 3379234 | 0.155 |
27 | 4148230 | 0.150 |
12 | 723912 | 0.145 |
11 | 565714 | 0.140 |
Price($) | Vol. | No. |
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0.170 | 680970 | 13 |
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