AIS aeris resources limited

Ann: REFINANCING INVESTOR PRESENTATION, page-4

  1. 14,924 Posts.
    lightbulb Created with Sketch. 1517
    Thanks aqua a great reminder of what has happened at Cracow.

    I fully agree that Soul Patt's is definitely in charge. At 30% they can get rid of Andre at the drop of a hat. Reading the tea leaves today it seems Soul Patt's have strongly rejected any dilution. They want strong free cashflow and a SP heading north.

    Did you have a chance to listen in to the webinar?
    AL was clear and focused today, a nice change and quite upbeat about Q4 FY'25 and FY'26 and no compulsory hedging that would have been required if the CR had gone ahead. To me, existing shareholders have gotten out of this relatively unscathed and we, not new shareholders should reap the benefit of the high gold and copper prices.

    Cheers.....D
 
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