I imagine that a number of fundies/instus where given the heads-up about a possible demerger. Obviously no hints in the deck (presented only 1.5wks ago), other than a passing comment on the day about spinouts. Frustrating, but I suppose give it a few months, and by October we should be hitting our stride (one would hope). I mean...what's another year after holding this for 7+....lol. Time for that opportunity cost to redeem itself!
Ann: Shaw and Partners Uranium Conference Presentation - Revised, page-6
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