You're a cautious investor yet you don't speak to the companies...

You're a cautious investor yet you don't speak to the companies you're invested in? Interesting......

I agree that Macquarie would have completed significant DD before handing over $80m. You're concerns are valid but I think we need to wait for another quarter of production before we really dissect the figures. They're only ramping up so there's bound to be teething issues.