i would underscore writer's view.
i would also add this - while a lot of posters didnt agree with my criticisms of the MD's lack of capital markets knowledge in the past 12 months - i stand by what I said.
Dave's inexperience in listed market exposures shows immensely
BUT
I have very high regard for his core expertise as an executive looking to drive growth in this new business sector
His articulation frankly mirrors precisely the things I said 3-4 months before he said them - ie need to focus on verticals, not horizontals
I dont say that because it makes me feel good. I say it because the guy is picking up the BD (business development) knowledge that is needed to aly to his clearly excellent technical and strategic thought process
Frankly Ive never read as concise and articulate a rendering of the corporate stratgy in a small cap as he;s provided in his past 3 missives - unless I wrote it.
And he is doing that despite 99% of his grey cells being focused on the actual development of business, overseeing the tech team etc
I used to apply 20% of my brain to achieve the same
I think we have a potentially world class CEO
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i would underscore writer's view. i would also add this - while...
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