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31/08/17
23:07
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Originally posted by Maigret1
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I had once again a look at the presentation.
To be honest, i'm a bit disappointed that we don't emphasize in a more offensive way what we have to offer....
Concrete:
1. Our Li-project could have a huge value add with a hydroxide plant. It isn't mention with one word....
2. Obviously we have a quantitative Li exploration target, the 70 mt option hurdle. Why not showing it in the presentation ?
3. We have a massive undervaluation vs peers. Make it transparent with a comparison !
4. Our Geo Mr.Wild surely have a clue how many oz we have in the Ntiola/Viper ground. Show it the market with a complemented cash flow estimation (for my part with a conservative approach...).
Obviously James with his charisma was very very convicing in the shareholder meetings and i'm very happy about this.
Hopefully Greg can also convince some of the big non-shareholders next week at Africa Down Under..
A bit more "pepper" in the presentation wouldn't be a disadvantage to achieve this.
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Hi Maigret
You have my full support regarding points 1,2 and 3.
Concerning 2: a conflict of interest - BoD view - with regard to the performance options.
I will vote against at this point - 70Mt
K.