OUR ACTION PLAN8 Nov 2021 09:34
Ignoring the interpretations, the assumptions, and the straight manipulations on this BB and everywhere else, there is only one sensible course of action at this very point in time, and it requires a clear and unambiguous decision on our side.
As passenger investors with only some influence via the weight of our collective AGM votes, we can only support the side that has shown VIA THEIR VERY ACTIONS that SOLG does not want to be given away at discount.
Whether we can trust SOLG to deliver, or NM as a person or whether we are not happy that he makes a lot of money anyway is inconsequential, the reality is that we HAVE NO MEASURE of the BHP effect on our investment if they get their way but it's OBVIOUSLY NOT in our favour.
As such, our best present position, which needs to be voted unambiguously, is to keep supporting the party that wants to see the true value of the company realized.
We can vote against SOLG some other day, but not now.