Ann: 2024 AGM Presentation, page-38

I accept that you have lingering animus to LT and that you have ( IMHO ) an inflated opinion of SLR value pre-merger - both absolute and relative to RED ..... we'll have to agree to disagree on that - but, as Ive painstakingly stated on many occasions, I believe that SLR had major flaws (as did RED), that the market recognised, hence the sell-off, and SLR needed a merger to become a long life company - LT succeeded with Doray but failed with St.Barbara ... so he picked off RED with a deal that both BOD fully endorsed ... to continue to argue the merits of this IMHO is a waste of time - its done, cant be reversed, it is what it is, so lets move ON !

You say you also don't agree with me on VAU - does this mean you don't think VAU is not investment grade despite its long life assets, having the best mill in the Leonora, no debt, having large cash reserves ( equivalent to almost 25% of its MC ) ??
Why do you continue to HOLD ??
I HOLD because I still think VAU will appreciate (all other things being equal) ... I should have traded RED/VAU more but hey ... thats life.

I simply am going to put on IGNORE, Jean and fellow travellers who engage in endless error riddled post mortems, endless picking the scab while never having a informative or useful piece of information or analysis. When have these crazy Cassandra's ever called a top or bottom ..... crickets.
All they can do is regurgitate the same old selective "you said this and that" ..... just more spiteful bile quoted out of context.