morning beazley
"
a) you still hold
b) still hold but have reduced holdings
c) have sold out
d) none of my goddam business"
a. Yes
b. Yes
c. no
d.n/a
re. "
my understanding is you are p*ssed with company (moreso personnel who may or may not still be involved??), as most of us holders are.
if it is a personnel beef, are you still big on the product, potential and current management/operations?"
a. product (s) -- Yes
b. potential - Yes
c. current management - yes, but, I would like to see a couple of tweaks
d. operations - ??? inside the business? - yes, I am fine there
all bar maybe 0.1% of my issues lie with the board - the entire board.
I shall see what happens next week. IMO, if people want things to continue they way they have been - then, they will do little. If they want change - then they will act.
If there is no action - and, I am talking about at the agm - not any panic measures before or fishing expeditions or promises (normal asx bum saving devices 101 before a vote ) - then, I will most likely exit completely - and put it on watch.
If there is action (at the agm) - in particular a spill, but, possible action from another stike, but, not a spill - then, I will engage. Depending on the quality of people that end up on the board - all this will inform my decision on how big to buy in. I stand ready - will wait and see.
good luck to all
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