RE: RNS21 Apr 2022 09:57
Great discussion here and really nice to see a post from Mikie - hope you are well Mikie!
I think there is a common line of agreement here however. We arent clear of the current plans.
I trust Leon and i am happy with journey to date, but he needs to gear into a new larger business expectation. Set out a communication process and stick to it, share with all a broad strategy, share with shareholders that therefore specifies what is funded and what areas should they occur we would consider dilution to enable - if he doesnt like this element, employ an FD / PR person who does.
I feel we appear to be in a little bit of a strategy quagmire from an investor pov - is the new partner strategy to be built with our funding or that of partners? How will this work? Lets be honest, with the new strategy our leader needs to be an asset management expert, not an operative and much as I like Leon, he needs to take that new role and go do it - building a new Leon to take his place, or, acknowledge you love the operational lead and allow JLP to recruit the asset manager we need. Be clear, I really like Leon and love what he has done here but there are two key jobs going forward and I dont think Leon can continue to do both.
AtB
NtD