Ann: Vulcan responds to disinformation in online report, page-119

Hey @sura7667

Thanks for your questions, and I understand why you ask them. To give them the answers they deserve (and because I appreciate your input on our other shared interest) here you go:

1. I think I've been quite clear about my reasons for commenting here. On my first post I outlined why I thought intelligent Vulcan holders could use this as an opportunity to test their investment case. That post is here: https://hotcopper.com.au/posts/57089695/single. At time of posting this, it has over 60 likes so happily, people seemed to take it in the spirit it was intended.

2. I've read the report quite thoroughly and summarised it here: https://hotcopper.com.au/posts/57100040/single so hopefully it is evident I wish to engage with the information, not just to throw stones.

3. In a more recent post I explained why it should not be surprising that a lot of interested observers, like myself, were commenting on this issue. That post is here: https://hotcopper.com.au/posts/57111380/single and I think is the best answer to the questions you ask of me. There's no god complex; I'm invested in lithium too, and for 2021 Vulcan has been the poster-boy for the industry (again, well done to holders - you deserve all your success and profits). But it should come as little surprise that this short report and subsequent company response will attract a lot of attention. Numerous people will want to try and understand each side of the story, whether to better understand their own company/investment, or to see what impact it might have on the wider industry (if any at all).

As a closing comment I've been quite pleased to see how many people have been willing to engage with the issues raised by the short report. This is HotCopper so there will always be the usual insecure rubbish posted ("paid downramper", "you just want cheap shares", etc) but on the whole there's been some good stuff raised on these threads.

Hope that helps explain my interest here; all the best.

Cheers,
m