AGM presentation now out and all looks fairly straightforward. Sounds like they are doing the right things and should make steady long term progress. Sadly, don't think it this will give legs to my trash trade. A fair part of the presentation is focussed on their plans to spend money (in order to make it).
I'm still counting on the fact I think current management are conservative in their statements and first quarter cashflow certainly demonstrated they are still making money faster than spending it.
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