"I would argue that the only measurable for performance is a market capitalisation and share price."
Your argument may often be a good one - but PB has/had no control of the Chinese sell down and so the argument fails in this instance (at least for the time being). Everything, as we all know, now depends on securing finance and if PB swings that then the rest does not matter. Just don't hang him for something out of his control which is really only a short term matter.
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