GNX 1.85% 26.5¢ genex power limited

Yeah, I always prefer when companies/CEOs simply tell us about...

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    Yeah, I always prefer when companies/CEOs simply tell us about what they are doing, rather than why they think they are worth more than suggested by the current share price.

    However, I am far more tolerant when a company points out how they differentiate themselves from their competitors or that they are operating in a consolidating industry as GNX has done in this slide, rather than try to tell investors how to value their business

    One example of the latter was in a recent presentation by LPE (slide 10 of the Investor Presentation of 14.02.2022, see below)

    The shares were trading at 10c at the time of the presentation, with a suggested value of 20c as per the presentation slide (see below).

    They are now trading at 8 cents!

    So yes, just tell us about how you are creating value and what progress you are making towards your stated operational milestones, rather than tell the market that it got your valuation wrong.

    However, my sense is that GNX is actually doing quite alright with respect to milestone delivery.
    https://hotcopper.com.au/data/attachments/4147/4147951-048f1460e1dba4ef6455416f033f55f1.jpg

 
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