RE:Trevali – The Future (3 of 3)A few of things I didn't like about the presentation:
They focussed on ROL a lot withouit providing any real update or insight in to how it was progressing. It seems pretty risky to have that as a major part of the growth platform when it might just be pie-in-the-sky stuff.
I also took the comments about Perkoa as largely negative, sure 6 years is a long time, but I would have expected them to be more positive about mine extension, sounds like the exploration is not going well.
Finally, I thought they spent wat too much time talking about macro-economic stuff they clearly have no clue about and have been unable to predict in the past. Everything from global growth to LME zinc inventories they should just not bother mentioning and wasting time on, tell us something useful and tangible about your operations.
Too much hopeful blather and not enough hard, promising data.