agree oz, that will probably be the next cycle for them after this one but their ability to restock the pantry to unload won't be able to be fulfilled by retail as the LTHs left are rusted on haha. They will pressure mgt for more cap raises come the end of the year.
I reckon we will have growth phase through to Sept ASX300 listing then retrace from that point through to Oct/Nov after which the growth trigger will be the updated MRE and updated mets Nov/Dec. This may see us then get to a MC that allows entry to the 200 that then gives them their next offload point. Unless of course a TO comes from Gina in the meantime, in which case they hit the jackpot anyway.
All personal opinions only.
agree oz, that will probably be the next cycle for them after...
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