Shareholders Unite, page-114

Your proposed new management and their proposed replacement CN puts their interests well above the regular SH though. The issue with this replacement note is they could flog Tiris off to any buyer and still make bank on the royalty leaving the AEE SH to see no value from Tiris being mined. Not to mention the finders fee (5% in lowball options). But hey, the Lind drip feeding will finish so it must be a better outcome?

AEE are pursuing JB for renegged (alleged) placement stock at much higher levels yet ASEAN seem happy to waive it altogether even though if there is a case it might be in SH best interests. Politics?

If U spot keeps tracking up it might be enough to get this recapped and consolidated, hence my slight sentiment change, but impossible for me to make an investment case at moment with the infighting.

A clear example as to why not to gamble on 'cycle bottoms'. U price appreciation looked obvious a few weeks ago, sector gains have been made, with AEE SP stuck in the mud.