@Solarbat @Gipp Great meeting notes.. and follow-up analysis.....

@Solarbat @Gipp

Great meeting notes.. and follow-up analysis.. most interesting reading.

My takeaway is that Sean's appointment brings necessary skills and contacts to enable Barra to transition to its next development stage/step.

Also, that mgmt have a very good handle on what they have.. the "value" within.. and will not be rushed into chasing/doing ST deals that are not LT value adding for all shareholders.. not just the new ones.

Bottom draw for me.. can easily 10 bag from here imo..
Mt Thirsty to be developed...