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General Discussions, page-30542

  1. MtnMusic
    794 Posts.
    lightbulb Created with Sketch. 1729
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    05/07/24
    10:54
    Post #: 74621655
    Doesn't that also mean that the existing Top20 are sticky and not going anywhere?
    AFAIK, there have not been any SH notices since the 2023 Annual Report:
    https://hotcopper.com.au/data/attachments/6290/6290658-013536e51e85ab749934527a80d36a15.jpg
    In broader macro news, with US Fed looking to cut rates, and the Aussies maybe going the other way, the recent AUD:USD exchange rate may further improve its rise to 0.6734c and on past the 0.68 used in the BAM study, which would reduce capex:
    https://hotcopper.com.au/data/attachments/6290/6290702-e7f7689c83f46a674ce7a975cfbc2073.jpg
    DC presenting at Noosa in just under two weeks. News incoming, fingers crossed.
    https://hotcopper.com.au/data/attachments/6290/6290718-794b9b2573285332f75d63208e20d537.jpg

    RNU Price at posting: 9.2¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 12  Upvote
    lightbulb Created with Sketch.  Great analysis
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