Fair enough. I don't know much/anything about GNC so perhaps there was more value to exploit and this was a wasted opportunity.
She didn't destroy value though, so hopefully she won't do that at CCL.
As I have mentioned in previous posts, having TCCC as the largest shareholder helps to partially offset this concern. They have far more knowledge and experience in this industry and there is some element of reciprocal knowledge share going on. With the expansion into Indonesia, TCCC effectively have a controlling interest of 51% through direct and indirect ownership. If you are right about Alison Watkins then the fact that TCCC have such a large interest in the success will mean they will hopefully be on hand to assist as much as possible.
CCL Price at posting:
$9.14 Sentiment: Buy Disclosure: Held
