RE: What did I miss?8 May 2026 14:08
Very much agree that a buy-back would be helpful. The the lack of one is strange and undermining. Perhaps even a buy-back combined with a tender offer at a small premium for, say, 10% of the outstanding shares. That would demonstrate management's confidence that the share is currently undervalued and it also really reduces the share count fast. This is exactly what Strix plc, another of my holdings, did recently with a large amount of cash sitting on their balance sheet following the sale of an asset,. Much better than greedily splurging it all on vanity acquisitions.