HRR - gonna make money or not?, page-22

Management have really let this company down imo. They’ve done an appalling job selling the HRR story. Their presentations are apologetic and lack luster. They seem sweaty, nervous and completely out of their depth.

The Chair mentioned something at the AGM about the possibility of new institutional investors post consol. If it happens it could give the SP a boost. Old guard obviously terrible at cutting deals. Perhaps the new shareholders and directors will be more effective.

But with respect to Poz. I wonder how closely the timing of Herons production schedule aligns with forecast zinc supply deficits. Bulk of HRR Zn production not scheduled to 2020 iirc, I wonder if Poz will hold its value until then?