"Having recent senior board apts plus Rennaissance on the register gives me some confidence in the latter."Think Renaissance put out a notice of ceasing to be a substantial holder on the 5th Oct after they sold down shares on the 2 october plus got diluted in the placement , I wonder if they are still a seller .
I suspect a company like Renaissance does have more legal resources to observe what is happening with tonnage and strip ratio than retail investors given all the satellite companies prepared to sell info - seems a bit unfair .
You would think if the operation is bedding in properly now that they must be close to cashflow positive