General comments/chat, page-33273

JM at his investor presentation on the 8th April after the DFS release he mentioned he expected some positive announcements in the next few weeks on one of the value add products. It was during part of a response to a question and appeared a bit 'off the cuff" and not thought through. Again, my perspective is JM has a lot of high potential talks/negotiations going on and understand the potential and value, but the reality is - these long term, high value commercial negotiations take time (particularly as lawyers get involved from each side in the finalisation).

Its always concerning when management spouse "the market doesn't understand" or "the market has got it wrong". It is the companies obligation to inform the market in a clear, concise and timely manner - clearly with the release of the DFS 2 days prior to the investor presentation this didn't happen. At the end of the day the market is the market, some investors may see it as undervalued and others see it as overvalued.

It was also concerning to hear JM indicate how many e-mails he would try and respond to from shareholders, I'm sure this is not where the majority of shareholders would want his valuable time spent!