According to today's AFR, Orbis think the same as many of us. Mawhinney is concerned about the pace of the restructure and PaperlinX’s ability to improve liquidity. PPX "is moving in the right direction, the issue is speed and whether greater cuts can be made".
Andrew Price said PaperlinX’s restructure plans were short on detail and remained confident his strategy could turn around the company.
Mr Marchant was not available for comment.
SRS Price at posting:
10.0¢ Sentiment: Buy Disclosure: Held