Potential sell signal
They would be hard pressed finding a buyer
Too many opportunities missed and too closely tied to the hip with TAU. Way too many shennanigs and with not enough Dairy expertise. A BOD that does not know wether they are coming or going.
A new board can fix this.......new blood could take this somewhere.........yes we might have to go through some CR's but if it means that value and growth will be unlocked then I am up for it. We are in serious need of aggregation and have to remove the boutique blinkers. Boutique is ST thinking IMO and we would all be better served if some M&A came back into play. A new board with insight and knowhow can give us this but Michael will need to step down gracefully now or go out with a bang at the end of the year
Happy Sunday thoughts
Ann: 4C Commentary, page-71
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