$444M Arbitration – What’s the Compensation Per Share?, page-5

You’ve got to admire the consistency, mate. Like clockwork, every time CMD takes a step forward, you’re here with another round of doom and gloom – this time backed by nothing but “coulds” and “maybes.”

Let’s clear something up:

Saying the future profits claim could “fall away” before Ghana’s defense is even submitted is a bit like calling a footy game in the first 10 minutes because one team tripped on the way out of the sheds. The Tribunal isn’t a backyard BBQ – it’s the Court of International Arbitration. They don’t take on cases unless they believe there’s genuine legal merit.

In fact, CMD’s case has already passed the jurisdiction phase — a major milestone. That means the panel reviewed Cassius’ claims and decided, yes, there’s a real dispute here worth proceeding. That’s not something they hand out with your loyalty card at Coles.

Also, let’s not pretend CMD just scribbled a number on a napkin and called it a claim. The USD $275M+ figure was independently assessed and professionally lodged. We’re talking about calculated damages based on real economic expectations — not “magic money” pulled out of a hat.

And as for the litigation funding — I’ve already said I believe a big chunk of the upfront costs have been covered. If the board was keen on fast-tracking a payday with a funder, they’d have done it. Instead, they’re keeping options open — likely for good reason. These guys are top 20 shareholders themselves, and I doubt they’re keen on diluting their own piece of the pie.

So sure, prudent investors should stay informed. But tossing around “fall away” like it’s inevitable isn’t analysis — it’s theatre. If anything, your persistence makes me more bullish.

And your honesty? Your constant false posts are doing wonders to keeping the Cassius threads alive - Good work!