@tinyventures
Consistent under performing in the short term has an enormous opportunity cost in the long term.
The announcement today on the ports was a good one, pity the day was not favourable but you have to play with the cards you are dealt.
The Lycopodium one was pretty well telegraphed if anyone had done their homework, Simon had mentioned they were finishing a project that nicely lined up with ours a while back. JL interview i think.
Marks departure was not a surprise. An FFX scalp was needed and as he still sits at FFX makes sense.
Might not be a bad idea to keep Brendan on board, he can be our resident canary.
He is the only BOD that has any serious skin in the game.
Maybe best to keep him in the tent.
IMO of course.
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