RE: Well14 Feb 2020 08:44
Phil, i don't think there any maybe about it. I can see the good things he's done with a very small company (Iran was a great effort, Tema seems like a brilliant opportunity and he did sterling work in Lungi through the Ebola crisis) ....but i honestly believe that a large part of the share price nonperformance is not just the lack of delivery, it's the many many failed "promises". whilst i know he never actually promises anything, the hints and optimism simply haven't led to anything material and it happens so often.
that said, i've added 204,000 shares since the AGM and at a much lower price than i would have if the market didn't have such a low opinion of PF. so in the long run it will hopefully be good for me.
off out to get some late breakfast