Post by
temeraire on Jun 01, 2022 8:34am
Decision Making
At the same time as I accept the tailings pong disaster as being supremely bad luck, I simply can't excuse MGT/ Brian K's leadership for letting us all down. I've lost track of the number of operational deliverables where they've failed to deliver but their management of the Capital Mkts side of the business has been nothing short of atrocious. Clearly ME is distracted by his outsized success in the energy space and simply not on top of this particular holding, failing to see that amidst a tide that has lifted every copper boat our Captain has kept us in the dry dock. Classic Canadian, low liquidity value trap where all the value creation has been entrusted - in this case to NCM - to others while mgt gets to mail it in.... shame.....