Paultay
I have had several conversations and I can say you are unlikely to get specifics but I know he is currently boyed by what is going on.
Don't be misslead by his missing the end of September guidance, he has denied it to me but I firmly believe it was required to get the CR done.
It wont be a long way out anyway.
I think the mixture of short term manipulation and long term potential is intriguing if nothing else.
Clyde
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