prefer this management who is methodical, if a bit dry on the marketing, over management of so many other cos who just pump the SP with fluff and eventually someone gets left holding the bag when the it al unravels. at least here the overall strategy is pretty clear and being advanced since the 2019 management change. SP might not reflect that but surely we are all invested on the strategy they have laid out? 2-3 moz in the drummond, currently 1.9 moz from starting around 0.35 moz so they have been ticking boxes imo
they def need to a) sell white dam or do something with it and b) get the smartset deal over the line, so that the company is cashed up and these con notes aren't hanging over our heads like a French guillotine
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