JRV jervois global limited

Brokers, Portfolio Managers, Hedge Fund Managers, 708s, retail...

  1. 1,535 Posts.
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    Brokers, Portfolio Managers, Hedge Fund Managers, 708s, retail investors - all of whom I regularly speak with (both in OZ & abroad) & everyone in the private investment group I run - all agree that Bryce is extremely arrogant.

    As for prospective partners, the proof is in the pudding - zero deals.

    No buyer in their right mind is going to pay decent money for any stake in their assets when the company is capped at A$60m or thereabouts & highly leveraged. Why would they?

    We both know that only a Hail Mary pass from the USG will save this business.

    And in the unlikely event that institutional support comes in to save the business - let's pray to the stock Gods that they make any equity component contingent upon Bryce's removal.
 
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