LU7 4.55% 1.1¢ lithium universe limited

“What the Mogul”, page-5

  1. 362 Posts.
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    Geez. I’m not as optimistic on the quote above from Jamie. Bit ideological. is the shared equity for revenue ... dilutive equity or existing ‘in market’equity. Sounds like trying to implement a model of Socialism in an asx co? Truly. It’s a little nutty. How about this as an alternative model, ... build a product that provides differentiated value, drive scale and advocacy in users, that people are prepared to pay money to use. And therefore drive EPS. And lay out a future strategy that drives strong future earning multiple. You know, the way capitalism has worked for hundreds of years to drive shareholder value.

    But rather we have over 1.3. billion shares outstanding and another 350 million options. Funds and sophisticates won’t touch us for that reason alone. And still no clarity or measurable objectives to demonstrate managements ‘statement of intent’. Their line in the sand. That’s ok, we will get growth from the comrades and our customers. ESH Co-op.

    In this new world order model, have our management and board members purchased any equity on market in the last 6 months, to lead by example and show the people faith. especially given current depressed price?

    I note that on Hotcopper, we are all still talking speculatively on strategy, hanging on upcoming announcements, and being told “more to come”. I just don’t get why management are afraid to provide clearer strategy, and active customer targets by region and timeframe

    i am looking forward to SEA games. Genuinely. And apprehensive. how we convert the exposure. Strategy will not be documented by then, so is moot to ask. We will either see conversion strategy in action or not. I hope we see transparent reporting soon too.
    cheers
    pez
 
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