Tony if you choose to personalise my comments thats your decision entirely. I see a company not a person. Always have. ............................ All of the following comments from Satori are just from one recent thread "deal or no deal" ...........
The facts as they stand are that management have made errors of judgement, and due diligence in several key areas has been questioned. Thats not my opinion - that is what has happened.
I don't think the above is being in any way over expectant of highly paid professional people - whether they run a blue chip company or a high end speccie.
I can only begin to imagine how difficult it must be to deal with the Chinese (I do on a much smaller scale, Thats why it needs to be done with the best people.
I wonder what the MD thinks about all these people who consistently talk down the value of his company Does the MD think PLV is worth 35.5 cents...or much much more?
In my view the teams credibility and ability is squarely on the line here. There are enough indicators and clues to suggest concern. And its often those 'little things' that leave clues to bigger things. Like those neighbours you have who never mow their lawn...you notice it. It can reflect an attitude of procrastination and laziness....
It was a time when clearly the team appeared to be much more confident, passionate, optimistic and communicative.
PLV Price at posting:
15.3¢ Sentiment: Buy Disclosure: Held