RE:RE:RE:RE:Sell ASAPi would be opposed to a shakeup. i understand what the company is trying to do; the strategy is straightforward.
In a book about Warren Buffet - there was a comment about the importance of management , the right industry can make bad managers look good and the wrong industry can make good managers look bad. Cyclical companies to me qualify as bad business (wrong industry). Given the results and the potential , management is good +, imho