"As per DC’s letter, we are not a less quality investor. In fact...

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spendthrift

910 Posts.

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07/09/24

16:04

Post #: 75574985
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Originally posted by Birchcorp: ↑

Yes, that’s a fair response and I agree in part.

Importantly, it’s not a revolt. It’s clear question by many of the large shareholders on here. It’s not just a 10 minute shareholder making these statements.

With regard to the number 1 fan comment; my history is here for all to see, although I have a positive view on this industry and ex-China price decoupling theory. It still takes a good board to deliver a positive outcome for shareholders. I have at many times, very much vocalised disappointment. Others here can vouch for that having asked me many times to pipe down.

importantly, You can be well invested, a firm believer and yet a disappointed shareholder all at the same time. There is no shame in this, and it doesn’t mean I am not positive of the FID. But, as per many items we have crossed, and been presented with, you can no longer hide the facts. We did see two capital raises go to the shorters in lieu of us.

Dont think for a moment that I enjoy this, I have spoken with DC many times, and he’s a nice guy. Has he got it wrong here, I cannot answer. So we have to ask. So, while they shut us out, it’s not helpful.

As a ten minute investor, my best advice to you, is to become 10 year investor, is to ask questions and not accept the narrative. It not only helps you learn, but more often than not, the outcome is much better. As per @chokdee, he is looking at a small gain, rather than what could have been achieved if some of these games that are played were managed. Further, as investors we than look long term, and so, we want to know the existing board is aligned with us (remuneration).

This is very early days in the life of ARU, they need to engage and treat people as equals. That’s the take home message.

As per DC’s letter, we are not a less quality investor. In fact based on the shorting, and the 120m shares handed back. We are the ‘quality’ investor.

Although some may be happy to wear that tag - just to keep the peace, I and many others are not.

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"As per DC’s letter, we are not a less quality investor. In fact based on the shorting, and the 120m shares handed back. We are the ‘quality’ investor."

Amen to that @Birchcorp!

ARU Price at posting: 15.5¢ Sentiment: None Disclosure: Held
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Last 13.0¢		Change -0.005(3.70%)		Mkt cap ! $320.3M

Open	High	Low	Value	Volume
13.5¢	14.0¢	12.5¢	$941.5K	7.135M

Buyers (Bids)

No.	Vol.	Price($)
43	2345206	12.5¢

Sellers (Offers)

Price($)	Vol.	No.
13.0¢	586330	12

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No.	Vol.	Price($)
43	2345206	0.125
53	2289110	0.120
25	1233061	0.115
18	1188432	0.110
11	1004500	0.105

Price($)	Vol.	No.
0.130	586330	12
0.135	342321	6
0.140	1434435	14
0.145	908956	14
0.150	3123778	13

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