IMS 0.00% 69.0¢ impelus limited

Ann: Market Update, page-11

  1. 1,230 Posts.
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    A good summation, longshot. I am happy to see the CEO change, it is right for CT to be made/take responsibilty for the effects of what I see as an entirely predictable "external" change to the DCB process, the potential for which I for one had no idea of - ie there was IMO never any clarity around how DCB worked, and therefore as investors we were never given the opportunity to understand the risks. Also I found with hindsight, the Market Update of 17 November 2016 somewhat disingenuous - unfortunately I took it at face value at the time, and subsequently lost all faith in CT as CEO - I'm not whinging, I know this happens often in many companies, and should have reduced my exposure at the time in case.

    Having said that, I remain a LT holder because of the Performance Marketing growth potential, and current financial metrics - looking forward to your updated number crunching.
 
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