Yes, I agree that only limited time has elapsed, but pre-Delroy, under Adrian we knew the plan (not everyone liked it, but there you go) and the constraints surrounding execution of the plan. .. especially with STO holding the whip hand, and CVN having virtually no influence with its (now)10% to 20% holdings.
Surely, given that he has come in and thrown a whole lot of toys out of the basket, it would be reasonable to expect that Delroy HAS A NEW and DIFFERENT PLAN. ... So just what is it, and how do we measure progress against that? As CEO and a board member, he has a fiduciary duty to act on behalf of ALL shareholders.... and that requires communication with them from time to time.
Run Out of Steam?, page-52
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