Was an underwhelming at best, almost put me to sleep. For a $2billion NPV business with Tivan upside, it completely lacked the required charisma and excitement. I think PB seemed to fumble his way through as though he was just handed prompters, even miss quoted the IRR incorrectly (38% v 33% on the slide???).
All the add ons at the end are just fluff & a distraction to cover up for all the miss steps. Focus should have only been on Mt Peake and the refinery.
Hopefully people just look at the numbers and potential of Tivan and not the manner in which it's been presented.
Was an underwhelming at best, almost put me to sleep. For a...
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