Indeed Cmon, I did a little better on the exit but these welts...

Indeed Cmon, I did a little better on the exit but these welts will last a bit longer than BCC. No point in throwing good money after bad, and I can see remarkable BCC similarities looming. I have better things to do than watch it all again. Its simply now a case of actual survival for this business, or rinse and repeat for the third generation of SH

What's now clear from Goudy's statement re Lanstead, is that a strategy for survival, rather than growth has occupied management over that time. MH finally let the cat out of the bag with the 2hr horizon comment... they were traped in a cycle of hand-feeding the sharks just to keep swimming.

Don't think J.Walter Thompson could re-badge Cottee this time.

MOST IMPORTANT
When the communication stops...there's a reason.

Re the POO, my pick is 6-8 months for signs of recovery. There's more going no than just the Saudis waving their scimitar. Its a supply and demand story and it'll take time to self-level.


Other things to do with life.

Meet me on the Amalfi Coast.