RE:RE:RE:Cation Capital Proxy Circular
I agree with your disihformation comment mercatos. The Cation information circular compares CPG to peers but fails to define the peers. That makes it very easy to skew the results of their analysis which gives perceived credibility to the Cation agenda. Are they afraid of an unbiased comparison?
And I continue to have major reservations about their "strategy for value creation". No specifics and very little detailed tactics of how to unlock any value other than the hope for rising oil prices.
Cation is attacking CPG to raise the SP and I like that. They hired ISS to get "some" institutional support on their side.
Of 17 analysts, 12 have buy/outperform, 5 have hold/perform and 0 sell/underperform as per Cation proxy page 29. So the analysts like CPG upside, as do I.
I am looking forward to an interesting AGM on May 4th.