2 Comments

Great work guys. My biggest question, which you hit on here, relates to management - there's been a revolving door in the C-suite for years, and some scuttlebutt (expert interviews and the like) points to a similar conclusion. Can they fix it and / or the assets in a strong enough position to withstand it? I leans towards yes, but not overly confident on that conclusion. Still a name I'm watching closely!

Expand full comment