Member Info for JDF7

Finley, Notrex - There will be many people relaxed about with burning coal ad infinitum, putting sh*t into our rivers and seas and crushing every regulation that makes work a bit safer for workers and other stuff that touches on ESG. In my view considering ESG can simply be seen as looking for ways to do things better whilst still making a profit. Its not black or white, nor something to be angry about.

Broker targets?! Good luck with basing your sell/buy decisions on them. Good that LGEN is including discussions and decisions on ESG issues. Externalities matter to sustaining long-term profits.

Results could have been much worse. Certainly I didn't expect them to be much better. Will be interesting to see to what extent and over what timeframe all the investment in LIO team and systems is reflected in improved performance and AuM, despite the wider headwinds.

It's not doing too bad...

They need to deliver big-time with Meta, Lenovo and financially-significant educational institutions. Let us see if Mr. Manimohzi is delivering hard messages and opportunities for the BOD and executives to take EXR to much higher levels in the US. The sp doesn't reflect CEO's (cl)aims around EXR being the world leading spatial computing computer....

The much longed-for rally of the Nikkei seems to be feeble?

TFIF is not the worse place to park a portion of excess cash.

MILA is definitely one for the patient and disciplined, and those who hate hype but have quiet hopes

Jab, I don't think it is market awakening on AIE. All India-related trusts are down markedly so far today on the back of trickle of election results. Modi not having a crazy majority may be a good thing long-term for India's economy and for property rights. Let us see...

Oh bless DB. One day they will make up their mind on LIO.

The polls had been predicting a two-thirds majority for BJP/NDA but the opposition had always claimed that the polling was off and in some ways a means to manipulate votes yet to be cast. Anyhow, the early results seem to make clear that Modi will not get the massive majority he craves. Market reacting to the uncertainty.

Assay results could still be a good way off. Even if the results are very positive, I think any serious multi-bagging of the sp will require additional news and a good year or two, especially given the interest in other assets that the BOD have signalled.

BEZ selling out to QBE? Maybe the reporter has undeclared interests! :-) Can't see it myself, unless it was at some stratospheric premium that BEZ management simply couldn't advise against. I'll not be holding my breath for an incoming offer.

Net inflows? Maybe, maybe not....

An update on the soil sampling process and also on possible additional acquisition targets would be welcome

Sold my modest remaining holding of MIRI. Good luck to continuing shareholders.

Mark, as the RNS at the beginning of May says: "The Company does not believe that any of these options are likely to recover any value for the Company's shareholders.".

Sad to read this news as this company and its team had such promise at one stage and were saying and doing all the right things. I was in heavily but got spooked at some point by the direction in the tone and terms of its mining finance partners. Hope shareholders can recover and rebuild across their other investments.

You know things are bad when a research note by a house broker generates a score of comments and delusional speculations. Hard cash and highly profitable contracts speak for themselves.

Nice finds, OT.