RE: Trevor Brown28 Jan 2018 19:09
That’s not really a balanced view point of what TB did at MRS is it? It was suspended for 6 m +. NB and TB turned things around. In the same 8 months. It’s not a charity, so he’s taken his pound. Yes TB has been reducing his holdings, but it looks like big chunks have been picked up by major holders? NB himself has continued loading up. The operational update at MRS looks very positive. (I m not in MRS) Maybe TB likes the challenge of turning things around and once it’s done, it gets boring, so off to next. The RNS in which TB resigned spoke glowingly of his efforts, stated he’s focussing on new ventures. So he’s moved on and proportionately reduced his skin in the game. I’d say that’s transparent alignment.
I’ve been in aero for the last 6m+, watched it sinking. Aero was a dog share, and was heading to zero. Revitalising it, making it a viable business again will come at a price. Him/NB are the reason so many have reconsidered this share.
I do see your point about consideration to exit: that’s for each holder to decide. Some will sell on the spikes. Others may reconsider holding if the storyline is compelling and there’s massive potential ahead. Happy to be corrected. Just my two pence view point. DYOR. Good luck all