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17:36
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Originally posted by tessathedog
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I believe Rothbard is correct. My assumption behind Darren's "going and returning" was that he always had a long term plan of firstly building the company and then "semi retiring" to a quieter life as a Director/Chairman. However, when he tried to implement that, his importance to the company (as its key innovator) was underlined when performance fell off, and he was forced to revise his own personal strategic plan. I don't believe there's anything more to it than that.It follows that there is some risk associated with Darren's importance to the company, but he is relatively young and has a lot of "skin in the game", so I feel confident that he will remain CEO for many years now, or at least until the company is financially transformed.
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yes I agree with your comments mostly... however, I think I have realised another reason for share price softness. Their business model is at some risk due to the trade war between Chinese and America. It is quite feasible that their products from China could somehow get caught up in tariffs.... or worse.
(20min delay)