"personally I think he's one of the worst presenters on the ASX & their powerpoint presentations look like they have been put together by a school kid"
As a shareholder focused on shareholder value, quite frankly, I don't care if he presents like a kindegarten kid.
Or presents in Greek or Swahili.
Or even, if he doesn't present at all.
The critical thing for me is that he stewards my capital prudently and in a manner that creates, and doesn't destroy, shareholder value.
Because, with little doubt, the current steep undervaluation of the stock compared to my assessment of its intrinsic value, means that the market is factoring in significant value destruction.
I see little evidence of decisions and/or strategies that are shareholder-value destructive.
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SEQ Price at posting:
56.5¢ Sentiment: None Disclosure: Held
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