I still hold from IPO. At the time I wasn't looking to add any...

I still hold from IPO.

At the time I wasn't looking to add any more positions but a colleague set up an investor call for a group of us and Alex covered all my questions (and I had a lot of questions re capital structure esp since they had done so much work as a private entity already) and he exceeded expectations so I drew down some extra capital to tuck a few away and have added more since then, as the story has evolved and expectations have been exceeded.

Asset monetization has been excellent and the assets are growing whilst dilution has been at a minimum. Only time they raised was to accomodate high quality cornerstone investor funds and private office types.

The real upside will be fully realised when this disconnect between underlying commodities/PM prices and equities is eventually rectified as currently there is a massive disconnect across the board. In the meantime the solid work is being done to grow and manage the assets.

Market disconnect explained well in the below link.

https://youtu.be/OT66D031p_g?si=CH3yIbB2g_oG7P1N