yes someone asked me about it and i stated it was a shareholders internet forum, the CEO didnt, she & CFO seemed to have checked this out already, or knew about us.
No mention of the 5.5%, golfbravo discussed it with me in the elevator and I mentioned that there must be some more shares out there maybe bought in July but not many more.
I could have kept going with the questions as i had 10 lined up but i looked around and no-one wanted to ask any, seemed to be the whole MBN office was there, secretaries and all and lots of brokers and instos even journos, when i announced myself, there was a oooohhhh sound from the back people, the board at the front seemed ready for it. they sat in front of me.
Sounded like the set up was for some live stream or overseas instos recordings, barley any overseas holders there, coudnt see any yanks there at all. If they were they stayed quiet other than the chairman. Looks like well set up room and stunning river views from level 31, but its like they wanted to be in and out as discussed on here. I created some interest i suppose.
I felt like a rockstar, but i thought i would get more out of them one on one so on closing i went straight up to the whole brazil management team at front CEO CFO et al and shook their hands and talked about brazil families relying on you etc etc, joked about Chinese President signing deals with you like Vale last week etc
some interesting private info came out. I have got their brains working for sure.
On this i would hold long hold strong, something is definitely brewing behind the scenes here. CEO very secret and blocking about the LT offtake as golfbravo states also. More secret than ever before, cant even mention status of negotiations, maybe they fly to China after this as the whole crew is with them, Sounds like some LT offtake contract offers are on the table to me.
Directors saying privately I want what you want sounds like we are on the same side. Cash distribution H2 looks like. NP rebound, licence & LT offtake is what they wait for IMHO.
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