Wednesday, June 09, 2010 11:50:58 AM
First ... bdubble - I don't know what you're referring to by saying BEHL made us aware that they'd be doing "this." Not sure what you mean by "this."
That said, I agree with the other parts of what you're saying.
I've done my own DD, and spoken with - at one point or another - all the BEHL executives. I can speak confidently that Brian is running the show, and is working very hard to make the company profitable as soon as possible. This is shown through:
- system improvements
- cost reductions
- new alliances
... all of which he has directly affected in his 60 days on the job. He's very busy doing the hands on work to improve what is already a competitive advantage in the industry.
I hope he speaks - literally - in the very near future to investors. I'll tell you as someone who has been lucky enough to speak with him on the phone, he is THE guy you want leading this company.
And there is no question he is leading. I'll share a few of the meaningful quotes from my notes I took during our conversation in subsequent posts.
Call me a pumper if you'd like, but pumpers sell at some point. I have not.
Go BEHL.
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