Very valid points indeed.
Im of the " at the time visioning" tea leaves variety. Truth being they got carried away with selling the story. It's very clear that doing business with the monoliths of business, was not the of the easy expectation they thought it would be. The game, and the strategic business plan "rules" are far more robust in detail, and given the RC, an urgency to satisfy the industries cultural change, demands an attitude adjustment. Im sure the closure of the Sydney sales office is a reflection if this. But to quote a long held belief, that to evolve is to succeeed, this resolve to accept with only the end game in mind is truely admirable. Im not saying that this is right, but as im unaware of the real details, it is however business like.
Either way, there is the IAM team trying to satisfy challenges of an entire industry in turmoil, to which they appear to have a solution, which the largest industry player is working with the minnow to prove up.
The only question as an investor, is do l believe?
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