So ERG is NOT aware of any reason why the SP drops from 34.5C to 23.5C
Good.
The article is not mentioned because that is in the public domain . Furthermore ERG does not comment on press articles. Mr West has history with ERG. The SMH does not publish any of its half-baked stories anymore.
The 37M sale. We all know about that.
What we don't know....
Are their delays (material delays ) in deployment?
ERG says no by their silence
New substantial shareholder. That is their business to disclose ...if any.
So what has changed?
some have sold. But the panic has been moderate.
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