Ann: Silver Lake and Doray Merger Presentation, page-28

This was a curve ball I did not see coming

I'm back even now on DRM but it's taken over a year of averaging down on the back of Leigh's guidance and honest account of shutting down AW and sorting Deflector..... and just when the green shoots are showing this annoucement comes out of nowhere?!?

For me this feels a lazy option from the board (and Leigh too?). I'm dissapointed it has been endorsed by our board. I would have much prefered to see Leigh's 1-5-1 plan given a chance!