Great Video, just a shame that we have to find out about those things in an online video.
Correct me if I’m wrong, but I hadn’t heard about the fact that that:
- growth in consumer segments outpace b2b (in fact I have no idea how we are doing in different segments, markets, regions)
- acquisitions are actively on the card (I would have thought we focus spending on marketing and distribution to grow market share in a growing market)
good to hear it recognised that communications from the company have been pretty shocking. I have raised that directly with the company previously.
Good engagement from VMT, need more of that. Would love an interview from crux investors, they tend to ask some of the more pointy questions.
Getting Noticed - Top Down Analysis, page-12
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