RE:RE:RE:Halt ... just a shuffleporksniffer wrote: PitchinPennies wrote: Reading between the lines, this suggests JRG might be recognizing his own limitations, which is completely in conflict with JRG's personal brand and life-story. Samira's a great person, but, let's be honest, she's a skilled factotum, not a rainmaker. Mark Beaudet was the person who could take Goodman's ideas and turn them into reality, back at Paladin. I'd be buying Kinght if Mark returned to the scene of the crime, but this news just makes me wonder all the more about exactly what's going on, both with Jonathan and his blurry vision of Paladin Act II.
Finally, a coherent and unbiased analysis. Beaudet was certainly the man behind the scenes that got very little of the glory. This is a clear admission the strategy for part II was an epic failure by JRG and cost shareholders a fortune. What worked 10-15 years ago isn't working today. Luck and timing played a massive role in PLB success. Besides capital raises and investment in Medison, literally every move he's made was a negative but then get's rid of his best investment, Medison, simply because of his ego. Just 2 year later he 'steps down' or is politely pushed out by the board. He'd have been better off just letting Meir run it. Don't think he would do any worse than JRG did. By the way, I see a lot of 'executive Chairmans' at the golf course...
This idot seems like never listen to an earnings call. Samira does the talk all the time. She has been the CEO long time ago. Now it's just the formality process. Stupido, think please. LOL