RE: China stimulus talk sends iron ore miners flying on ASX25 Jul 2023 17:27
According to the information available, our situation has not changed significantly for the worse. However, the leadership changes were not understandable in this form. Rod's influence is not apparent. I can well imagine that he is currently throwing the shares onto the market bit by bit. His role has generated a lot of uncertainty. Communication is also poor. That said, purely based on our portfolio, I am very optimistic about the future and will stick to my long-term investment. Of course, the question remains whether we have all the necessary information. The shenanigans in the leadership sometimes make me doubt it.