RE: RE: AISC Performance12 Feb 2021 14:24
I have been invested and visible on this board for a few years now and have seen many posters come and go such as Frank and Golden Bull and have even been referred to as a cheerleader myself in days gone by.
The interaction, discussion and knowledge on this board the last few weeks has been great to see, read and learn from and it has not always been that way I can tell you with many a clown posting on this board.
Where I am now though is a bit more skeptical. We have new posters coming on and saying how great the fundamentals are and how great the company is doing but our investment is not reflecting that, most posters they are down at the moment, I am slightly up but not as much as I had hoped (first purchase early 2017).
So when will value be realised if ever? Fundementals in place, great, great deals being done, great but still no further forward with the SP due to issues that you have to partly lay at the door of DB and the management team (and I don't mean the coup or COVID of course). Value will out we are told but what is the trigger for that?
Simple question to all if the board replaced DB with Ian Stalker, who I know nothing about but his reputation seems to be impressive, what would it do to the SP? Is Dan the drag on the SP and stopping the value being realised?