Attended the AGM today. Haven't yet studied the formal...

Attended the AGM today. Haven't yet studied the formal presentation but a few comments on matters that I feel won't be reported.
If passion was a solid indicator of future profits then Anthony Rivas is the right man. He is passionate about his strategy, speaks at a million words an hour and is super passionate about two words...productivity and efficiency. In October staffing numbers were down by quitting unproductive staff and picking up on the benefits of efficiency. The culture has moved very much towards a pay for performance approach...and I think that is brilliant.
They have a lot more PDL bids underway and are experiencing success. Of 15 tendered 6 have been won. They are following a much more disciplined approach.
Also transparency and benchmarking are very much on his radar. I spoke to director Julieann (a lovely lady) before the meeting and commented on the need to catch CCP and PNC on the metrics of margin, ROE and ROA She said they are totally focused on being "hard on their heels". There's no doubt they are aware of the gap presently and the catching up to be done.
All in all a positive meeting and thank God, no Kumbayas or group hugs...but Anthony is definitely of the touchy freely ilk. I guess that's good for staff and "customers". I'm not sure his strategy of leveraging the contacts with "customers" will work though. I mean are you likely to become best mates with the person who wants you to cough up cash. Are you likely to invite him/her to your birthday party and give them your insurance business etc etc