HT
Doing this on the bus with an iPhone so could have a few typos
Generally I think management have done a good job
Big C purchase good
Limited share buy back good
Staying out of SFR good
Capital return - not convinced is good for long term
Share consolidation - not convinced about 10 for 1
Completely underwhelmed by
Analyst presentations both of them
Settlement out of court although amount was good
Lack of exploration results announced or found
I think they have a short term strategy, a part long term strategy (big C) but worried about mid- term strategy 3 - 7 years
So for me whereas last quarter I would have rate management as an 8 out of 10, I am rating them a 6 or low 7
Hope this helps
I am still positive/hopeful
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