Post by
rkhosla on Nov 03, 2021 10:05pm
I'll keep an open mind
But I am highly skeptical of this company's ability to allocate capital and though I have faith in the technologies group, I don't want to see any big expansions - I'd rather they operate like a utility for now and pay their debt off.... nice and boring. The problem with new management is they always want to create some new vision. I don't think we need anything bold - Incremental phased improvements I can handle so long as no significant cash out lays are required.