The silence strategy of GXY will not win the day with investment community or retail shareholders.I don't think the dismay of 2018 is entirely management fault but they can do better in many fronts.
Compare to our peers - the truth is GXY are not well manage and have no effective communication strategy, but do occasionally come up with surprise upside like the POSCO deal.
The Mt Cattlin start up (from existing plant) was a disaster, delay after delay, the optimisation of MC is another disaster with inexcuseable delay.
The SDV development programme and the options to proceed simply take way too long.
AT and his team simply need to lift their game - deliver what you promise and communicate better.
The silence strategy of GXY will not win the day with investment...
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