RE:RE:RE:90% of the Disappointment is in the PresentationI don't think its the pace causing your issues. Every post is the same.
Had to listen to the call to try and understand some of your comments. You must know Terry and Bibby personally as I don't get what you saying about them from the CC.
How exactly do the writedowns for hedges and all that stuff confuse Cash Flow and FCF? Specifics please. I belive TOU is doing the same thing with regards to writedowns.
Never hear from a COO? Didn't hear a question for a COO, could be the reason. How we get product to Chen handled by marketing and the second a financial question.
Think you are a bit touchy when it comes to the management. It is a financial CC and would expect Bibby to lead the call. Thought they both did a good job.
Was waiting to hear a question from you but I guess you are shy or your questions not really that relevent.
MyHoneyPot wrote: Poor Poor Management, Terry is a strong operational engineer, worked as COO for many years and is socially ackward.
Bibby is a CFO, that wants to run the company, and i don't like the way they present the numbers because i feel the number need to explain themselves, and when you have figure them out it just accountants more power.
They writedowns for hedges and all that stuff just confuse the real important numbers like Cash Flow and Free Cash Flow.
You never hear from a COO at arc, i am sure there are some smart people there, but they are not running the company.
IMHO