Ann: Results of Annual General Meeting, page-54

Look at it as an opportunity.

The fact it is near my average price now (granted we have experienced some dilution) and I bought before all the big deals with household names, progress with the tech, etc.

When the rubber hits the road what we have can't be ignored.

As you suggested, games could be being played by those accumulating.

And after all that has been achieved... Who wouldn't?

These other crappy companies will never move out of the range they are in. Us on the other hand... That's the difference between valuable innovation and a run-of-the-mill standard BAU company.

More value for less is what I'm seeing imo. When I see red in a high conviction hold, that's something to be happy about. Nothing has happened to damage our company, initiatives, albeit some delays. However the trends are obvious, and this company is a part of this trend.

Our carbon credentials are unmatched in the domain, we act as a technological breakthrough, coupled with rapid urbanisation and increased global wealth. What we are producing plays a part in an energy revolution.


Image from BlackRock's megatrends: https://www.blackrock.com/sg/en/investment-ideas/themes/megatrends