CDY 1.43% 7.1¢ cellmid limited

Neiman Marcus, page-97

  1. 1,334 Posts.
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    Siren

    The half-yearly report is due in a couple of weeks. Does it not seem logical to you to wait until it is released before complaining about its lacking information on progress over the last six months? Previous annual and half-yearlies have detailed financial information by both business and geographical segments. Your earlier request that I produce some sales charts will need to wait until the figures are released, as I normally do.

    Meanwhile, the recent Blue Oceans report has summarised better than I can the segmental information released by the Company over the last few years. As displayed below, I believe they capture well the “rudderless direction” that you refer to.

    BOEQ_SegmentRevenue.JPG
    BOEQ_AusRevenue.JPG


    If you feel management has unreleased important information that you require, does it also not seem logical to you that your keyboard efforts be better directed towards that information source?

    Alternatively, since you appear to believe that a problem exists at board level, have you considered writing to directors individually to make them aware of the shortcomings that you have identified. I have the impression that Mr Eck is quite a reasonable person, and if his corporate and investment mistakes are explained to him I feel sure he will appreciate your guidance and respond appropriately.

    From my attempts to interpret your posts I gather that there have been questions that I am expected to answer. As yet I have been unable to decipher any factual based requests beyond the rhetorical, but if there is one that I have missed I would be quite happy to respond if I am in a position to do so.

    With respect to your constant reference to groups of ‘disciples’, ‘co-supporters’, ‘followers’ etc, the divide between business investors and share price punters who contribute to HC no doubt will continue to exist. Much of the confusion arises from many not realising into which category they fall.
 
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