Contractor change underway, maybe already done, maybe not, how long was the production outage… Management set lazy medium-term targets, which again allows for a lazy pace of communication as they can argue there’s plenty of time to reach the annual target, only to issue profit warnings throughout the rest of the year as they fall behind. The cash crisis doesn’t help the situation, so it’s absolutely critical to get things rocking with the new contractor. Will the bedrock hold? Will there be spring floods? Will a truck catch fire in the tunnel? Locusts? Was there another loan installment repayment in March, putting the cash under pressure?
Many open questions, especially regarding the competence of the shareless management, are in the air…