I say Hold as sentiment as its a great company, I unfortunately do not hold as I have no trust in management, They did a deal with collins street then they look to redeem this and sell alot of the future to Marco for 40% more interest than Collins street and an offtake agreement at below market prices almost 50% below.
I can't really own a company where the management are not in this for the shareholders but rather for themselves. But without this sig problem its a great company at bargain basement price
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Shanthar Pathmanathan, MD
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