That's part of the reason i sold some load yesterday- the story is shifting from other investments where we discuss results being better or worse than expected vs TER where the narrative is 'we should survive / scrape through if xxxxx' which is concerning.
high risk high reward but banking on a business to get a boost from an out of our control coal price boost is a pretty hard sell for me tbh.
perhaps the directors setting up the HK investment vehicle are looking to swoop on the low?
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That's part of the reason i sold some load yesterday- the story...
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