VRX 7.41% 2.9¢ vrx silica limited

Ann: Significant Reduction in Overheads & Costs Management, page-47

  1. 527 Posts.
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    I doubt you'll get a copy. Might bring into scope conversations around institutions being privvy to comms outside of the market. Its good to hear the sophisticated investors are looking at this. The question will be whether they walk away and write this off or invest to keep the heart pumping.

    Bruce was shocking at that last video conference. He is not instilling confidence and reminds me of a project manager that starts making promises on zero data around delivery when things go south. I hope the institutional orgs do a deep dive with him on the remaining EPA issues and hold him to account around creating and delivering on an action plan to clear this. Its too late to vote him out at the AGM unless an insto wants to invest and carry this asset forward into further uncertainty.
 
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