A bit bored with the rest of the banter and analysis' going on,...

A bit bored with the rest of the banter and analysis' going on, but a quick thought on the performance of HOG management....

Yes Meerkat (and others views as well) they are poor at communications....

They are a small team and it has been said before that they are all very good Ops guys which I agree with. The alternative is to replace one (or more) of these great Ops people with a spin merchant who can play the market comms!!

Given this, from a long term SP perspective I would much rather have some good Ops guys in place rather than a good spin merchant. The spin merchant might give you some good short term results and your SP might bounce around so you can play a little more, but this management team will give you the result you desire with a little patience in the long term since it is all about the technical results (which profit will come with) and not about the spin to the market...

Just a thought...........