Vanadis IPO, page-273

I am interested in the stock as I have said a few times.

It is still down 20% from when I started watching/researching. Plenty of time to see how a few things play out here. I was interested at 2.5c; so 2c is relatively good value.

There has been some good counter-arguments to the points I have made. Thanks to all.

Good to see a positive Ann on Tiris today.

I want to see:
1. The next quarterly to understand if over-spending in the last 2 quarters compared to forecast is continuing.
2. The Haggan SS to get an understanding of AEE cost base and what V price they use in their analysis. It is fine to show upside in V price via sensitivity analysis, but I would be wary of any stock using a high V price as a base case. We await the outcome.