RE:RE:This will be positive for shareholderssanspeine wrote: The recent accumulation by various Houses are now easily explained.
We are going to see a dissident challenge to the current BOD.
And rightly so.
Words And promises are not enough in the absence of capital appreciation after 4 years.
Guddie is no longer up to the demanding task of competing in the modern Pharma sector.
Whether it is limited energy arising out of his cycling accident or just plain indifference, its time for a change.
We need invigorated new management totally dedicated to efficient creation of shareholder value.
Enough is enough.
My vote is obvious.
This makes no sense. Goodman is the reason Knight has potential. By investing in Knight, you're essentially betting on Goodman's (proven) skills to allocate capital at high returns within the pharma sector. Otherwise this would be just like any other pharma company.
The investment thesis is 1) Goodman 2) with plenty of resources. Then just sit on your bottom and wait, and then wait some more.