RE:RE:Cashboazklinghorn wrote: So which is it?
Either Gilles is a brilliant manager who never makes a mistake or after 12 years at the helm he has driven CZO so far down that we need the merger cash to survive?
As much as you try you cant argue both ways.
Gilles has run the ship in the interests of shareholders. He's kept his cards very close to his chest and has been able to advance the business with internal funds independent of the crowd. He's kept key data to himself. He's the strong silent type who get the job done. He has run into a group of noisy shareholders, however, only satisfied in the short-term stock price. They are unable to see the larger, long-term picture and what has been built; even as it approaches the goal line after a decade of development. These shareholder literally think they know more than Ronnie Miller who has all the information inside. These shareholders focus on the stock price with monomania. This group would rather Gilles cough up all competitive information in a very competitive world to boost the stock even if it destroys competitive advantage as they also whine profusely that Symrise may have stabbed CZO in the back and run away with the business.