Member Info for rossannan

Chesh It's his attitude to shareholder value that will be the key to this.

LLL LK is not NR, that means that he will be more shareholder friendly than his predecessor. What that will translate into for LTHs remains to be seen - that first RNS will be instructive. Agreed that he and NR do not appear to be of one mind when it comes to Spain - that was a slightly tense moment that they had there.

rorker Not really, just happily bobbing around in a 2-2.5p range while it waits for that first LK RNS.

Would be great to see some decisive/bold moves that signal a clean break with the past such as jettisoning Spain and some more of the BoD. Hopefully LK is extracting what he can from NR etc. now so that he doesn't have to get caught up with them later.

LGO-fan It's his list of interventions that will be really interesting - if he can take what he's inherited and, with minimal additional outlay, move it closer to washing its face, he'll be signalling to the LTHs that shareholder value matters to him (and that he can get stuff done). They deserve jam today even if, to begin with, it has to be in hotel breakfast sized pots. Too much PR and you start looking for the placing.

More PR? Would rather see that RNS...

Chesh It's an interesting one - not sure how much of an NR discount I'd be looking for!

Chesh Not waiting - busy with that money elsewhere while LK hopefully puts something concrete together.

Chesh Indeed. And I was quite right to, wasn't I?

ptrotter Okay, give us some examples then.

ptrotter No, I think you'll find that they were mostly about NR and things that were within NR's control. If you think that any were particularly wide of the mark though, feel free to cut and paste those examples here.

ptrotter What other 6000? It was all about LGO and NR's approach in particular. So was I right or do you want him back?

ptrotter Rubbish? What did I say about NR and his approach that was wrong? If my criticisms of NR had no validity, why isn't he still in charge? Would you rather have him back?

ptrotter It's just me I'm afraid, a solitary interested bystander - no "crew" and no view on LGO or LK until we have some hard information to get our teeth into. LGO's being "under new management" has wiped the slate clean as far as I'm concerned.

https://en.m.wikipedia.org/wiki/Tulip_mania

rorker Have you noticed that Michael Douglas actually looks a bit like Michael Douglas?

LTID The MM's don't have a view. They are bookies, not gamblers.

Chesh Enough about you though, what do you make of LK?

Chesh Would rather wait see what he has to say as there are a number of scenarios, including some painful kitchen sinking. Some folk would tell you that 22p was nailed on if LK just belched!

Chesh Not exciting yet, still a waiting game, but that first RNS will be LK's calling card...