"Not sure how receptive they would be to an approach though." - they don't have to be. I know this sounds harsh but if we represent 10m shares (aka votes) it will force them to listen. 10m does not sound much but once our voice is heard during general meetings more people will join.
We have to make sure people who will be reps have to have corporate experience, understand what confidentiality agreement means from legal point of view, how to present a case in order to drive the narrative.
If we present good case they should see we are well meaning and share same goal which is to make POD a success story. If they don't see it that way then we have even stronger case to band together and drive a change.
Looking at Top 20 holders from last Yearly Report, I can see few Super Funds holding roughly 25m shares. Just to get half of those votes we will end up with decent size activist group. We just need decent presentation 7-10 slides of high level vision and demands. Just enough to show why doing this and what is the expected outcome or desired end result.
To pick up few of the top 20 holders to support the group along with 10-15 small holders we can end up with lot of voting power that can force the management to listen. It is not too much to ask for more responsible and professional approach and better communications on progress.
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