Hi Ian.....I have a big drive today so am up early. Before I head off , I know you are accross the ' sister ' company as well , so you have probably read my position and views in regards both these companies.
We can never rule out the worst case scenario. As investors we have to position ourselves in defense of these possible outcomes. So lets just say for a second that if any finance partner or indeed a key stakeholder or any form decide to pull its position - what do you all think would happen here ? One only has to look at say BAT as a great example recently. Years ago , I remember a company called RNI.....now AUR. Look what happened there.
But if that were to happen and might even explain a lot of what's unfolding around the Li traps - what do you think the instructions to or reactions by Citi would be as AJM's current corporate advisor. Would they or should they have a Plan e. ' B '. My guess is they would , and I think you already know what I think that would be. I thin it will all play out very very soon IMO. GLTAH's
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