I have real respect for the MZ and Tim Manners management team. IMO they've earned that respect, both based on the track record of the business over the last ~ eight quarters, and for their transparency in reporting. E.g., the cash flow diagrams openly-showing the path from AISC margin to cash in the bank.
But I simply cannot get past having Bob Vassie as chair, particularly given that Bohm just retired. I hope I am being naive. I do understand, from the comments of some here, that SBM was turned around, to some degree, during Vassie's tenure. But it's real hard to get past what's happening to SBM now, given that Vassie was making the decisions on Atlantic and Simberi until Feb 2020.
I'd be delighted to hear opposing views on this. I like Ramelius a lot, but the chairman concerns me.
I have real respect for the MZ and Tim Manners management team....
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