Ann: Daydream-2 Operations Concluded, page-66

First 66 Last

Share
Profile

Follow
M5 CS

4,714 Posts.

875

08/10/24

11:23

Post #: 76023714
Share

Originally posted by Wonkers: ↑

Well....that bites.

We will of course be inundated today with the usual posters reveling in "told you so" etc etc. And today- they win.

I always bang on about it taking a lot longer than you want/expect/hope for but I must admit, the virtue of patience can sure be tested at times.

Hard to look at the positives, when of course there are some good outcomes, when a 1mm stabilised rate is embedded in the announcement.
Neil's round of video interviews I'd assume he'd be doing might give some colour around the actual achievements and successes of DD2 but all the market wanted to see was at least 2.5mm unified stabilised rate.....with the expectation (as markets tend to do) of a higher rate achieved.

Overreaction sell off?- perhaps a bit- but can't blame anyone bailing.

I'm thinking about topping up but will wait and see and digest over the next few days.

We are in an exposed position though- the reality is partnership discussions will favour a partner- not us.
IF we walk away from partnership- a potential scenario that must be contemplated- then raising for DD3 will be absolutely brutal really.

Expand

Yep, that's the reality. The JV has all the bargaining power, I wonder if they'll just buy the whole venture and take it under their control. Visions of grandeur have been reset for the time being....

EXR Price at posting: 7.2¢ Sentiment: Buy Disclosure: Held
10 Upvote

0 Great analysis

Reply

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

ASX Market Open: Oz shares to see out tumultuous FY24-25 with green day | June 30

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

BPH

Australia’s gas crisis is here – and dying coal plants aren’t helping

AII

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

First 66 Last

Add to My Watchlist

What is My Watchlist?

A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.

(20min delay)
Last 2.7¢		Change 0.000(0.00%)		Mkt cap ! $37.78M

Open	High	Low	Value	Volume
2.7¢	2.8¢	2.6¢	$51.16K	1.900M

Buyers (Bids)

No.	Vol.	Price($)
1	19999	2.7¢

Sellers (Offers)

Price($)	Vol.	No.
2.8¢	175891	5

View Market Depth

No.	Vol.	Price($)
1	19999	0.027
11	1352704	0.026
16	3274136	0.025
4	1541806	0.024
1	1250000	0.023

Price($)	Vol.	No.
0.028	175891	5
0.029	1103200	3
0.030	1595604	10
0.031	104000	2
0.032	470000	2

Last trade - 16.10pm 27/06/2025 (20 minute delay)

EXR (ASX) Chart

Ann: Daydream-2 Operations Concluded, page-66

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

ASX Market Open: Oz shares to see out tumultuous FY24-25 with green day | June 30

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Australia’s gas crisis is here – and dying coal plants aren’t helping

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Daydream-2 Operations Concluded, page-66

Top Stories

Listen: HotCopper Wire Podcast 015 – Yeah, we're thinking the IPO market is back

ASX Market Open: Oz shares to see out tumultuous FY24-25 with green day | June 30

Week 26 Wrap: Renewable gas fantasies; RBA July cut hope builds; copper's August peak?

Australia’s gas crisis is here – and dying coal plants aren’t helping

NATO’s 5% target: Why Almonty Industries’ mega mine and NASDAQ listing are a perfect fit for investors

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News