RED 5.06% 37.5¢ red 5 limited

Ann: SLR: Silver Lake Acquires Red 5 Shares, page-137

  1. 2,352 Posts.
    lightbulb Created with Sketch. 1310
    SLR was mentioned in the Annual Report presentation, where they were welcomed, and "they would be treated like any other shareholder".
    Unless SLR gets to 19.9% that will remain the case - once at 19.9%(alone or accompanied) ... then the conversation changes.
    Meanwhile the relative decline in the A$POG continues to depend the weakness of the A$ ... the impact of these declines will critically depend on whether AISC remain as predicted or deteriorate because of inflation and labour issues.
    The December quarter (when these lower A$POG will impact)is going to test the viability of many gunna's ??

    https://hotcopper.com.au/data/attachments/5625/5625084-6801165c35c43a27a17928f0a036a941.jpg
 
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