I have enjoyed reading your recent posts. Thank you.
Any chance you could share your thoughts in regards to Dr Richards joining the board?
Will his natural bias towards rapid acquisition growth (eg. history of GXL) be well balanced by the conservative growth discipline maintained by the CEO and board? Or is their a risk that ONT will eventually fall into the same trap as other "heads up" pacman companies you discussed in recent posts?
I guess only time will tell. As long as the CEO stays true to his primary responsibility of slowly increasing shareholders wealth (for which he is the main beneficiary), agency risk is low.
Vic
ONT Price at posting:
$7.00 Sentiment: None Disclosure: Held