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Ann: Investor Presentation - Bell Potter Unearthed Conference, page-77

  1. 1,192 Posts.
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    Pleasantly suprised by his vision? Wasn't the time for being invested in his vision 2016-2018....
    Soon there after we're supposed to be pleasantly satisfied with his execution & invested in that... 2024 with a vision that still looks effectively like it did in 2016-18 although now it would appear his vision means of 10-12ktpa will be delayed by 4-5 years because of years of missed execution on a lot of fronts?
    2016-18 his vision was 10ktpa by now or there abouts..As of yesterday's presentation his vision is 12ktpa by the end of this decade or there abouts...

    I honestly don't get how any long term investor can be pleasantly suprised by this announcement or our delivery in general,especially if it was expectation that was simply derived company announcements..

    Yes we will likely- hopefully see another restocking event & price cycle in the future which will rise our share price value, but if that's all that's adding value to our SP then share holders have very little to be happy with is my opinion. Clearly the market see's the lack of delivery & value add even if some of us deluded holders don't.
    To date his vision has not become reality and certainly not in a time frame anywhere near his stated visions via announcements over the years.
    Im as optimistic as anyone but surely we are all smelling the same roses...








 
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