RE: GGP interview5 Jul 2021 10:19
What a contrast to the presentation last week which I will chalk up to format and give SD the benefit of the doubt.
I endorse observations made by others this morning on his performance and of course more to the point the substance of what he was saying, that was easily overlooked last week. I think we got a far more in depth view into his approach today - clearly all about adding shareholder value and whilst nothing is off the table, it came across loud and clear to me that his preference is to continue to add that value through working through these projects in a disciplined fashion, looking for further acquisitions (which must be difficult given the focus by the majors now) and interesting looking at the internal governance to make the company even more attractive to institutions (a hint at moving to the main market at some point?).
I am very happy with our CEO's performance today and look forward to further updates. The market will catch up with the majority of existing investor sentiment here - I am confident.
ATB