Chasing Value

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@StevenCarboni @hkuppy The CEO selling most of his stake in the company

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@TomEk51628489 You can buy it below book value because the executive team are totally incompetent.

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@patrickadownes Shorts are probably right inthr short term, like they were with lithium. Best time to buy was when they were crowding.

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@patrickadownes 9.5mil cost overrun and production downgrade. Management makes me sick.

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@BULLReturns BOE was bidding on jabiluka...... Bold move.

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@mickworld221 @patrickadownes Spoke to soon!

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@patrickadownes Duncan Craib marked the top when he sold out.

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@mondyinvest Agree with your points there. CXO is a top of the market marginal producer.

Having said that their new CEO lucas Dow got Australias most hated mine into production and knows what he is doing. One to keep an eye on.

[Chasing Value @NPRRPN]

@mondyinvest Generally when a company says its ceasing to produce income you dont see a 20% pop

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@beav82856 @patrickadownes Duncan has delivered enormous value to shareholders and barely skipped a beat. Good on him for taking some money off the table.

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@tutes5 @patrickadownes If it was full funded they wouldn't need to be in the market for a debt package as highlighted in the release.

[Chasing Value @NPRRPN]

@patrickadownes So many shares on issue, mismanagement of their processing, cost blow out what felt like 5 mins after they gave us the costs.

Not a bad asset. Such a shame about the management.

Compare PEN to BOE. Both restarts, totally different shareholder outcomes.

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@ShitValueFund $SGR trading below its property value alone

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@ShitValueFund I know, and it's ripping. Well played.

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@ShitValueFund In any event not a competitor for MYE.

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@ShitValueFund Typical bank finance and mainstream insurance requires thermal coal expoaure below 25% of renvenue. Two ways to to that, cut coal or grow non coal, hence the Pybar/MACA buys and the non coal projects they have been bidding aggressively.

[Chasing Value @NPRRPN]

@ShitValueFund Mt Arthur is thermal coal. They have extended a thermal coal contact. Long term play for them is the rehab of that site which is in the billions.