Westfarmers wants Lynas, page-115

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ausheds

19,587 Posts.

4975

03/05/19

16:32

Post #: 38400559
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Originally posted by ContraryJ ↑

You make some pretty strong statements with no explanation of why you feel the way you do.
"
Scott's concept of Kidman is exactly why he's totally unsuited Lynas.
" Could you give a few examples.

"
And if he does stump up he's very likely to find a rather skinny mgt suite.
"
I have worked for 5 companies that have been purchased or merged by larger companies. I have heard what you are saying many times. Never once have seen the mass exodus predicted. In fact in four of the cases all critical people were their years later. The last company was raided by a by a start up company for people and about 20% left about 18 months after purchase. AL may hate what is happening but she has loyalty to people and what is Lynas to day. If WES wants her they will give her the package she wants and that includes protection for key people not just money. She will stay as much to protect the people and systems she created as for any bonuses. Your thinking key people will exit in mass in protest, just does not match what I have seen. Even if they do not like WES they will stay while they look for somthing better. IT is in their DNA to work hard till they leave. People are optimistic they will stay if offered a position. WES will dump the board but others will still be their.

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You are simply guessing based on generic norms with no knowledge of the individual situation.

Lynas LAMP has faced a long battle to stop the poaching of operational staff, and if you do not understand the unique IP held by the exec team at every point of the business as a tradeable commodity you will never understand Lynas any better than Scott.

You also might take a look at the equity positions key Mgt x what Scott would need to pony up.

LYC Price at posting: $1.95 Sentiment: Buy Disclosure: Held
7 Upvote

2 Great analysis

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