RE: Shares allocated7 Apr 2022 22:13
Silver, I have never invested in RKH or ARG, and always BOR to begin with because the asset was different. Since those early days of holding not a lot, I am now around 1.25% of the entire new shareholding and for me that's enough at this point. Why hold? Because it's going to happen here and soon, the path to monetisation is planned and will be actioned this year. Bor will never be at this level again. I am also not convinced it will be farming out, but a different debt structure with key equipment suppliers having a stake. In short- Going it alone.