For mine, it's about a missed opportunity to set the record straight regarding ramp up progress.
Management would be well aware of the comments made by the CEO of its great partner, namely that they expect nameplate by mid next year. Well time to push back and reaffirm when nameplate is expected? is it still October? is it this Q as alluded to by Guy? Time to put the minority partner/investor back in their place not make statements that require interpretation or inference.
Also unsure as to why they are being selective in responding to emails as I've sent a number. My emails are courteous, I have ample shares and I too don't buy the growing pains rationale as they have used it for over 12 months so they have recognised shareholder concerns. my take is that internally they only trust 1-2 higher lever people to respond ( or rather approve outward comms) to shareholders causing bottleneck. Time to delegate.
I wouldn't be still holding a large parcel ( by my standard) if I wasn't still a believer but my frustration is real and it is up to SHs to hold the management team to account.
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