Excellent analysis Marcus. Thanks.
ATR problem is not resource however. Managament and ownership is the flashing light.
MD has 70% of coy (maybe explain me how?) and ATR have owned project since 2004. Only now work on Feas Study.
Other than MD rest of Board & mgmt has beens or nobodys. VHM comparison has wannabe's and Ellison. Ellison only 9% then 2% or below.
Theres your MC discount.
