VAU 0.00% 34.5¢ vault minerals limited

Ann: Investor presentation, page-51

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  1. 748 Posts.
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    Ah Brian,grasshopper. You had better thicken your skin up a bit. For a "want a be" fund manager its way too thin. If you throw up superficial analysis then criticism will follow. No "vitriol", just correcting your lack of research and understanding. Use the criticism as a learning experience and your next analysis might be be worth reading.
    I don't expect an answer but I'll ask the question anyway. Why will Red need "something beyond debt" given that the significant increase in free cash flow, from an elevated POG, should fund much of the pre-construction schedule, and that Macquarie have a history of bankrolling projects of this size?

 
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