CMP 0.00% 29.0¢ compumedics limited

Thoughts, page-5

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    Alan Kohler does a great interview.
    I've watched 2 of them..MVP and CMP.
    Chalk and cheese.
    MVP were specific in their strategies and what their sales numbers can become. They knew exactly what they were going to do. And they are delivering.
    CMP is all a bit fuzzy in how they will commercialise their strategic advantages. I was left with an impression that Burton needs help from some one capable of focussing and executing a plan and with more commercial smarts.
    The one positive take away for me was Burton saying he will sell down his share to increase liquidity...but wants the company worth $100m + first. Good to see that is in his sights and is a driver for him. He should 1. try and get advice from David Williams and 2. appoint a CEO, leaving himself as Chairman (until he has a minority stake) and technical and relationship manager.
 
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