Running discussion on SP, page-21163

I’ll be honest . I believe it’s far more likely that ML remains a big holder across his accounts .

my honest belief is that he absolutely knows the value of the resource and all we have seen is structural adjustments in line with his company no longer contracted to Avz .

We all know how positive he was on the resource - way beyond 37c valuation - and nothing has changed here regardless whether AG contracted or not . AG and ML will want to max return on investment just like the rest of us so I reckon they’ll be long too.

RE NF being replaced . Nobody can do any better unless they have 165m handy . The funny thing is there are 1,000s out there who see this as small change so watch out for surprises . NF looks very relaxed .

AIMHO