Agree with every last word of that, macrae19 :rolleyes:

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CEOChair

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26/09/24

06:43

Post #: 75842037
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Originally posted by marcrae19 ↑

I would agree. He is getting better. Pitching or framing doesn't come naturally to him though does it. "it won't boil the ocean in terms of volume but it will transform the kimberley". Tick for humility but come on TN, this undermined all the positive framing you did in the lead up to that comment. As did the attempt at humour around "I don't usually count hope as a strategy". The intention to endear yourself to the audience is great but the execution through this statement is amateur. Raf shallow isn't hope, it's clear demonstration of a team being focussed on discovering and prioritising what lies beneath in a very agile manner. Don't take that away from your team and your shareholders by fumbling through an attempt to endear yourself to a conference.

You are framing the significant transition into a producer of meaningful volumes in a stepping stone manner. No one is investing on the basis you can transform the Kimberley, so just frame it as an almost completely derisked phase 1 stepping stone to Rafa Deep 1TCF.

The introduction of "simple, simple project" and "that has no competition / there is no competition" are great framing statements. Easy to understand and compelling for investors to get their head around.

Get more punchy like this in your comms. I want to see a first time CEO, focussed but excited about the opportunity that sits before him and is executing on a strategy that will make him a made man for the rest of his life. Alternatively, if you are the tech and operational excellence guy, get the pitch/comms guy into the business to do the market facing engagements.

The review of the slides reminded me that there are latent multiples to be had from the low side investment case here, not your pitch. That's not a good thing because I'm already in the detail. If we have the substance to back it, ramp up the hype. Plenty do that latter without the former.

And i know this will be unpopular but FFS, why is the CEO of what should be a company balls deep in prep for drill, partner selection, sub spin off etc etc signalling that he is looking at HC.....

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Agree with every last word of that, macrae19

BRU Price at posting: 7.9¢ Sentiment: Buy Disclosure: Held
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Agree with every last word of that, macrae19 :rolleyes:

The market's shrugged at China's stimulus measures all year. Why is this one different?

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

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Agree with every last word of that, macrae19 :rolleyes:

Top Stories

The market's shrugged at China's stimulus measures all year. Why is this one different?

ACCC seeks Olam divestments before its acquisition of Namoi Cotton can go ahead

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Estrella first foreign entity to win tenements in Timor-Leste under new laws ahead of 2025 tenders

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