You ask what our thoughts are around Gina.
When I am thinking negatively I think that at the show of any LTR weakness, she will pounce. At the lowest point in the cycle she will be ready. At the > 5 year mark, via creep, with 50% of shares and power as a potential director she will be most dangerous. With any luck the market will be against her.
She and TG will be trying to outlive
each other also! It is not like they are 40. I may be underestimating their longevity - look at Rupert.
If I am thinking positively I am thinking she is reasonably randomly investing in a lot of what she believes are quality Li assets and learning bit by bit. She subscribed to the Ellison mantra of "whoever owns the rock is god" and wanted to shaft ALB which she did.
Billionaires are not sharers however.. We need to be strong even though we are small.
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