Hello TransversalGreat you to see you putting finger to...

Hello Transversal

Great you to see you putting finger to calculator and running through the numbers.  Fine work.  I was trying to replicate your work but couldn't find where you got the numbers regarding the dilution caused by RSU's.   On the 14th Dec 2019 announcement re Joe P's appointment it said he is to get over 4 years RSUs equivalent to 4% of the stock outstanding but that's all I could find.  Would you please be able to point me in the right direction?

I think there is a lot of hubris here thinking you can throw a whole bunch of money at this and come up with a winner.   I remember you can get one woman pregnant and have a baby in 9 months time but you can't get 9 women pregnant and have a baby in 1 month's time.  On the other hand the discount to NTA is attractive.

thanks