watching them now.. great discussion. Can anyone picture Nic being able to hold his ground at such event?
Your point 3 is very good but it was for ALK's MD to explain that was the plan - if that was the plan. Instead he keeps talking meaningless points and sending mixed messages.
How hard was for the MD to say ALK is not planning to do any regional exploration until current programs at Boda and Kaiser are completed. Then it was would have been easier to evaluate ALK and many would have made different decisions when to enter or sell. I would have.
It only shows how out of depth this MD is.
As I said it many times - he can't tell the story of how ALK is going to grow and how he can protect the SP.
Watch the Crux interview which is a trainwreck. At one point the MD claimed that his job was to explain to investors the risk the company is taking on their behalf - if I understood this correctly.
Unless I missed it but I can't recall Nic ever walking us through the risks of not being successful at making another discovery or the risks that come with being single mine operator as a result of failing to land M&A deal since 2018.
his role is simple - find growth and protect the SP during turbulent times and drive the SP during good times. In my view he failed all three.
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