One thing SH got right with hiring TM was that he's a good...

One thing SH got right with hiring TM was that he's a good builder - he did this at Murchison and ditto with MZI. From what I can gather, MZI's major shareholder is RCF and they are very controlling which may not work if you are a CEO wanting to progress your ideas. All I can say from MZI is that the business is now cash flow positive, which is not a bad time to move on if your main strength is building up a business from scratch.

So, when you have a race on your hands, its good to have one of the better builders in the business with institutional traction and one of the better marketers with excellent connections into the all important China market, going into the final lap.