SP3 5.26% 2.0¢ spectur limited

More of the same tropes, I'm afraid.Dyson says he has "put a lot...

  1. 165 Posts.
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    More of the same tropes, I'm afraid.

    Dyson says he has "put a lot of [his] own money into Spectur" and is "very much aligned". Completely misleading. I will keep repeating: His holdings are absolutely trivial in comparison to the money he takes (has taken) home. Shareholder-management alignment is extremely poor.

    Since the FY23 financials were included, I think it's worth comparing them to the "FY23 Goals" outlined by Gerard in October of 2020. See for yourself below. Three years. Zero accountability.

    https://hotcopper.com.au/data/attachments/5589/5589480-b9fc09b2098a0c32d0709ed732508c7a.jpg

    https://hotcopper.com.au/data/attachments/5589/5589483-ed713155f5943b832d01fefb2e3ea8e3.jpg

 
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