TS03 Inc Trust Units TSTIF

RE:RE:Sum It All Up

[Drrwong]

Thank you StockFTB for your feedback, and I hear what you (and others) are saying.

Obviously there is a difference between your view and mine.  We are both extremely frustrated with stock price, and we know a cratering stock price will cause shareholders' discontent and mistrust.  

Maybe the difference between you and I is:  I personally focus more on:  do we agree with RR's actions over the last 6 months, namely the renegotiation of the Getinge contract--that in turn caused crappy quarters (no more Getinge PO), dwindling cash balance and the stock price getting killed on these uncertainties?

Most activists get invovled when they feel management is taking the wrong strategic initiatives (e.g.: business decisions, M&A/divesititures, cash distribution policy, etc.), and the activists feel there is a better course of action.  This is exactly why I posted a question earlier on "whether RR has taken the company down a wrong strategic path, and how would you change it?".  Given all the frustration with RR, I was surprised there were no objections to his strategy, and rather people think "it is not our job as shareholders to run the company".  I understand that, but unless you think the company should be run differently, how would a change in management help in the long run? (besides maybe a short term blip on the stock price like you suggest). 

Over the long term, investors confdience will hinge on VP4 end user demand (i.e.: sales to hospitals rather than to a Getinge warehouse), and that is the bogey where we should all focus on.