Glaucus's next target, page-2

By all accounts - from hints Soren Aandahl made in interviews during his trip to Australia earlier this year - his next target could be in the "resources" sector. At the time of those interviews, QIN was the most heavily shorted "agricultural" stock. Shortman might give you a few "resources" stocks which could be his next target. It appears he builds short positions up over a period of time before coming out with his bombshell report.

See the thread Post #:22488647

This is the extract of the earlier The Australian article which might give a "clue" as to who they are targeting...

In Australia, Mr Aandahl says the company sees particular opportunity for shorting in the resources and agricultural sectors.

“In those situations you’re effectively relying on the integrity and promises of management.

“In resources, there’s an enormous gap in those companies between when they discover a resource and when there’s actual cash flow realised from that ... You’re essentially relying on people’s promises, their characterisation of a business model, for a payout and while some managers are pretty credible, there’s a couple that aren’t.”

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