RE: Overestimates and Underestimates7 Feb 2026 09:41
Toyin - have to say that was a very succinct and considered reply to Beluga. Unfortunately, don’t think I qualify for the ‘not old’ category but have been here since pre 2020 , so have the t shirt and badge for longevity and patience which as I suspect with you is wearing pretty thin now. I have a number of the recent investors on ‘filter’ - as with you, I’m here for Croda and if it ever comes good and the share price reflects this I will be out.
I share your frustration with how the business is developing - Axis is without doubt a great product but it needs marketing correctly.
With research effectively shelved for the time being, I think it’s an appropriate time to replace Ashman- Croda is up and running and I just don’t see what value he adds - we’ve been ‘talking’ to MNs about various deals but nothing ever comes to fruition. At £365k pa we need a dynamic CEO, one who understands how to market and showcase our products and frankly Ashman does not fit any of these categories. Fair play to him for brokering the Croda deal but his petulance which feeds in to the abysmal communication leads me to believe shareholders deserve better and quickly.