After viewing the quarter numbers, I'll defend management on a couple of things.
- The services for defence is out of their control, maybe they had more foresight to let us know earlier... We aren't to know.
- Arm chair experts telling them how they need to diversify their business and exposure to various sectors have little understanding of what they are talking about:
1. Their partnerships will allow this diversification.
2. If a big deal hits these holders will be thankful they used their time and resources focusing on this sector.
If you don't like it as a holder it's always your prerogative to leave as some did Friday. I agree some of the professionalism is questionable but I know noones perfect and this is some humans who are struggling with some of the aspects of running a world wide business, disclosing what they can, while keeping shareholders and sp happy. Its hard, clearly.
I am displeased with the following.
- Hearing Kurt dropped out of the meeting and jumped back with 30seconds to and then slides through a couple of million options late last night looks and feels yuk. I'm sure some people would have had some questions about those options.
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