RE: Management Q&A: 25/03/2526 Mar 2025 08:29
I was unimpressed with the presentation and Q&A. They lost me right away when it was clear this was audio only so wouldn't be able to see the whites of their eyes. Kind of important when determining if one can believe them this time. Then, the very first slide they put up was a bunch of 5 or 6 KPI's (revenue, ebitda, etc) but after only 2 of them did they show last year's KPI's in brackets for comparison. Come on, do they think we're that stupid? Listening to the rest of it didn't improve my mood much - after years of mismanagement, was I convinced it'll be different now? Not really. The best I can say is at least there's a new CEO/management team, which is a necessary part of any reset. Sorry, I'm sure there's room for differing views on this chatboard.