my view, fwiw, page-7

JT,

I agree, and I am not defending ESG. Their disclosure has been terrible, this year and last year (with the pump-rods issue). There is 'commercial sensitivity' and 'playing your cards close to your chest', and then there is non-disclosures about important issues that shareholders have a right to know about. Some of ESG's corporate governance leaves a lot to be desired. And the fact that ESG are going to an AGM with Resolution 6 is rich to say the least.

No argument from me on this. Not today nor any other day.

And yes, if you cannot get government approvals in a reasonable timeframe, it is very hard to make progress. The NSW Government is hopelessly inept.

I, like every other ESG holder, dropped share price value today. And whilst share prices go up and down, I don't like it any more than the next guy!

On issues like Wilga Park, I have a fairly simple explanation - I don't think ESG planned to be here by November. So, they didn't bother ordering the long lead-time items. WP is just one of a number of pieces of evidence that points to ESG's short-termism. (Another is how ESG used to talk about their value - in terms of transaction metrics, not in terms of future cashflows. And there are a many other examples of their short-term focus...)

And thanks for your post FUP. Yes, I post a lengthy post after the close on Friday to impact the market. Genius.

Yaq