RE: Marmalade factory30 Aug 2023 17:14
Red and others just want to talk amongst themselves to convince each other that Bond is actually capable of delivering on his hype this time. It can only be hope as unfortunately our CEO has virtually no credibility with the market, a reputation that is well deserved. The "proposed" Speedy JV sounds very like an old style MOU to me! How many of them have AFC indulged in over the years, all of which resulted in a net zero outcome? And don't forget the biggest bluff of all i.e. AlkaMem! It's really difficult to take anything AFC say at face value given its long track record of failure. Could it be different this time? Unlikely I'd say but there's always a chance.