oh dear, I've been blocked.
tbh the amount of tripe that has been spamming these threads with your letters to the editor (you're wasting your time writing "scary" letters to the board they have approved it and have better lawyers than you could ever hope to afford) sometimes it's hard to keep up to speed with what is going down but I did find this one.
Perhaps I was technically incorrect in relation to the funding for Kidston PH but the references to the full pipeline of projects and having to do all the work (including financing operations) is more of a general relevance to the finance risk of a company that is still very much still a developer not a generator.
As for my investment thesis - yep - I generally gloss over many of the details and invest on macro concepts because, and in fact as you and your mate HOWIEPATR have demonstrated if you are relying on all the micro details then you're going to come up short because you don't always get all the facts...
so you maintain the rage at all those nasty people and y'all can run to ASIC and ASX.
Me? I'll be writing a letter to my local member, FIRB, and the state and federal energy ministers as well as their shadow counterparts with a cc to a few reporters and ask them whether, given the current political climate around energy prices and climate change whether they think it is a good look or a sensible option to allow our future power / generation security to be fully privatised in the hands of a foreign nation - despite the fact they are a friendly.
If none of that works then I guess I'll just have to shrug and take my small profit and then put my head on the pillow and go to sleep and you two can keep shouting at clouds with bold and capitalisation for emphasis.
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oh dear, I've been blocked. tbh the amount of tripe that has...
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