To the community on Twitter encouraging me to sell IREN shares, here is the extract from my letter to my LPs from 1st of October.
We had covered all our ai positions with a collar during Q2.
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Today I published an open letter to David Bartholomew, Chairman of $IREN.
Two requests: an independent review of the 18.2M RSU grant to the co-CEOs — time-vested, no performance conditions, ~5% dilution — and a board-level review of director conduct on this platform.
Written constructively. I'll publish the Board's response with the same prominence.
Full letter below. 👇
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As a shareholder of $IREN: should Mike Alfred resign from the board
