Ann: Advanced materials business update presentation, page-2

Not only the market but apparently long term shareholders are completely underwhelmed by AXE at the moment. I know I am.
I don't doubt the CEO's qualifications and experience in his space, but is he moving into our space or are we moving into his?
Much as I hate to admit it (AND I ABSOLUTELY DO HATE TO ADMIT IT) Australia is just not a technology development country. We invent like crazy and have a reputation for improvisation and invention but invariably that means the inventors and the inventions have to go offshore for support and commercialisation.
At the risk of repeating myself to the point of nagging, we should dig the graphite out of the ground, sell it as graphite (not necessarily in that order) and THEN focus on (what I have always felt to be) the real long game of graphene development and sales.
We need a foundational income and the material is there waiting. I'm sure a little more focus on getting the graphite business moving would better place us for the future and make us a more attractive investment vehicle.
AXE has gone from my premier holding (and the future I looked forward to) to my heaviest anchor. A larger holding has its advantages and also its pitfalls. As we can see, the liquidity of the stock doesn't even allow a graceful exit, so here I sit, positive about a future and very unsure if the drivers of the bus have a map, a GPS, or are simply navigating by looking at the rear view mirror.
When long term holders can't even be bothered to post it speaks volumes and perhaps management should pay attention to that indicator of their future. When  larger shareholder does finally move in they find themselves being fitted for a pair of roller skates. I'd be willing to provide the key (a reminder of an earlier time for those of us over 30 years old).