RE:RE:What's Next for TWM?I like your assessment of the likely direction the new CEO will take and would much prefer to see this than see another large new-build investment. TWM had a good record for building on time and budget up until the RD facility which did not come in anywhere close to on time or budget.
If they had announced a strategic review or sale process at the same time as announcing the Pipestone sale completion instead of coupling a dividend cut with the announcement I suspect the share price today would be closer to $1.50 than $1.05.