Quarterly Summary - Briefly, page-9

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08/11/23

18:44

Post #: 70793082
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Originally posted by chokdee: ↑

Thank you Birch. Lets see indeed if they can achieve some goals.

If I were management I would be a little more concerned with SP - as you stated they brushed it off the shorting that is impacting the SP considerably

Nolan's is seriously well below fair value - a lot of money arriving for critical minerals for renewables and defense - takeovers (being met by no other than Ginaaaa at this stage and the US investors are already cracking in) and an opportunistic takeover - as seen attempted with Lynas years ago could see our board out of a job - tragically before they cash in on their freebies. Then again Gina has their back and will increase her hold to a blocking stake as she has been re lithium.
1.5 billion not a lot for big US players to take ownership and develop the Nolan's PrNd mine - with no BS - just cash - in which a lot of the very big international mining companies are sitting on and diversifying into renewables sector - of course any such event would need to pass FIRB - all Gov regulatory bodies.

With shorts - the asx will become a huge mafia play as a safe haven for shorting with Chinese and US spooked out - legislated out of the practice in their relevant countries - wake up Australian Gov - we saw this for 2 decades with China taking control or large stakes of key Australian companies and massive swathes of residential - commercial property and the very best of farmlands that were once held by proud generational families who could not decline the huge money - now we will/are see the same with very good Australian company share price destruction from shorting that the two super power economies are now regulating - stopping whilst Australian ministers sit on their backsides doing nothing.
I can not comment on other industries - however the top 100 shorted stocks sees many top Aus companies in the renewables critical minerals supply chain that are so below fair value - that sees them absolute take over bargains such as Syrah - Pilbara Minerals - NVX etc.
The takeovers are happening - predominantly lithium plays at present - it will certainly flow to graphite - Nickel - Cobalt - RE. If Australian Go vas stated wish to see the country develop into a major renewables critical minerals supplier - to replace the outgoing fossil mega billions it has received in past years - they could do well to prevent shorting of stocks - which lowers their value considerably (at times by predators whom strategize such) - and keep these bloody good companies and profits that ensures more future investment - in Australian hands.

I will email M.King today - see if any response - ask whom to take this very important discussion further. Because our people in Canberra are asleep as usual. It will not assist ARU - the horse has bolted there - as with many others we see in top 100 that will have targets on their back - but it may help in the future of other companies.

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Gina has put her effort on LTR, AZR to prevent such good assets being taken away by foreigners in cheap price, regardless the short term loss on her investment due to SP drop after the takeover deal fails.

Big thanks to Gina for keeping the resource/tax benefit within Australian hands! Shame on the AU gov.

ARU Price at posting: 21.5¢ Sentiment: Buy Disclosure: Not Held
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Quarterly Summary - Briefly, page-9

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