Best wishes to those attending the AGM25 Jul 2023 11:25
I have no interest in going to this AGM but hope that those who do find it worthwhile.
And great if CB looks to show humility more than God complex from here forward, including:
1) he makes very clear that, as well as fundamentals, he gets that his credibility is a key driver of this s/p...and the s/p speaks for itself as to where his credibility currently stands
2) he gets that he needs to do something about being spread WAY too thin across all his interests .. which also feeds into what's going on re delegation and succession planning at xtr too (instead of reversing this trend, he seems to be spreading himself more thinly again even imho)
3) While I absolutely respect CB's strengths - knowledge/experience, marketing orientation, vision etc - and instinctively always want to be a fan of his, some of his behaviours here in more recent times have seriously annoyed me. And even the perception that he's fine with treating shareholders like mushrooms - mostly kept in darkness and intermittently fed sh^^t - sees xtr.l s/p on its knees as a rule