$FMG’s insane investor deck

[Stuart D]

https://cdn.fortescue.com/docs/default-source/announcements-and-reports/2599801.pdf?sfvrsn=11d660ea_6
 

Hard to believe this report is from a $60b company.

[Libs]

That is nutty.

[Malmqky]

This looks like something my little cousins would make for their middle school entrepreneurship class…

[Parsad]

It's like an Einhorn slide deck (like 150 slides) but with almost no information!   

 

Must have been put together for those with a short attention span!  Cheers!

[Spekulatius]

This should really be an IR deck for an air conditioning or backup generator company.

Edited September 1, 2023 by Spekulatius

[Haryana]

May I express my suspicion that we are reading this the wrong way.

 

The very first page tells that this is for BOAO FORUM which "is a non-profit organisation that hosts high-level forums for leaders from government, business and academia" (Wikipedia, emphasis added).

 

Just maybe it looks like they used the company media department to prepare it makes it look like it is a company report but it is the accompanying slides to the executive presentation where the speaker will explain each slide with a lot more details (and expectedly a lot more stories and drama).

 

[zzzyx]

Wow....this is amazing....LOL stuff!

[LearningMachine]

You can listen to the presentation here: 

 

[Stuart D]

A good article from Joe Aston at the AFR covering the recent manic moves from Twiggy at FMG:

 

https://www.afr.com/rear-window/andrew-forrest-a-hard-act-to-follow-20230830-p5e0ry