I logged in hoping that someone would have some comments on the addresses to the AGM, and I was a bit disappointed to see that there wasn't anything happening.
So I'm going to play Pollyanna. I thought that Greg Kilmister's explanation of why they had decided to buy Reservoir was extremely persuasive, and the fact that the institutional shareholders signed up is a positive. In a market that isn't over-endowed with strong CEOs who have a long-term sense of where their companies should be going, this company is a stand-out.
If you don't believe me, have a look at the pie charts just over halfway through the document. They aren't there yet, but everything they've done is moving them in the right direction.
ALQ Price at posting:
$8.65 Sentiment: ST Buy Disclosure: Held
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