Kiril, I started this post out of frustration. I take your positive points, but don't you share any of my concerns on the lack of project wins in 5 months ? You are undoubtedly the most appreciated contributor to INT, but as you say, you are hardly balanced in your presentation of the investment decision in INT.
I have thought a bit this week about whether the sp represents alarm bells or an opportunity, while I have big concerns the very low volumes have persuaded me that people don't have any inside info. I think they will miss their revenue targets this year, but I think at these levels they don't need to experience such strong growth to be worth the punt. Based on this I have bought a few more, however it was not a confident purchase.
I think the remuneration is also far out of step with the size of the coy and current performance. If they land some of these indicated big fish prior to the AGM then they might deserve the bonuses they have already paid themselves.
AHL Price at posting:
0.7¢ Sentiment: None Disclosure: Held