RE: Transition to a 70% ownership stake10 Jun 2026 16:14
Sansavatar, it's not what the market knows and we don't. All investment cases by investors are what information is actually in the domain and where we see the value uplift. Which the market will not account for until it happens. I.e. some stocks marked down for poor results and then investors expect a turnaround and get in early before the market places a value to it. I.e. value trading etc.
In our case, we know the value driver news is coming, e.g. uplift to 70% from 51% interest in MM, so I expect the sp to go up and buy before the announcement and the market placing a value on it. As surely we'll have more of the assset and bigger slice of the NP. Which makes us more valuable. We take the risk that it may not happen, but we know it will ;)