Downer, page-14

I don’t see PFS moving share price much, or at all. Economics of Op are reasonably well known at this point. Refinement to production model is unlikely to sway the view of market

As you say, this sustained collapse in shareprice is occurring in parallel to a surge in zn price. Quite clearly, what’s driving the correction is not mine economics (these are marginal but improving) - it’s concerns about capital structure

I’ve spoken about this a thousand times and it’s always ignored, so I won’t bother again. Suffice to say market has grown tired of Tony’s constant requests for top-ups. And there’s great trepidation about upcoming raises - which are likely to be doozies

Take-over? lol.