Tuesday, January 09, 2024 6:23:44 PM
I think DI has learned from last year's Annual Meeting. On more than one occasion he opined that it would happen in a month or so, but it didn't. I think the company had reason for waiting, but I believe he learned that until they set a date and announce it, he won't give guidance that's easily superseded. As the IR person I tend to believe he's kept out of the loop until decisions are made to avoid him giving wrongful guidance.
Last week I felt like if they had UK acceptance late in the week they should hold till Monday, as we drift lower I'm changing my mind, we need some good news, they shouldn't hold it at all. If they do intend to announce the Annual Meeting shortly after gaining acceptance of the MAA, that they could hold until the following Monday. I view the Annual Meeting as a positive event as it's the one time management gives us a hint of what's happening. I'd certainly like it more frequently, like in webcasts with each quarterly, perhaps some day that will happen. I don't know that it's mandated if we were on a major exchange, but companies I follow that are on them do it every quarter.
Gary
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