I am a''show me, don't tell me'' guy.
That is actually an interesting statement that I fully agree with.
What do we ask from a company we invest in? what do they need to show us?
Past Growth and profit, future growth and profit. How they do it is not a requirement but its interesting.
It reminds me my monthly presentations when I was a division GM in a very large multinational company.
A good month I had only one slide. A bad month I had several slides, a terrible month I had a all bunch of slides.
A company has no influence on the share price all they need to do is deliver the fundamentals.
Is PTQ delivering growth? Check
Is PTQ delivering profit? Check
Are PTQ future growth and profit good? Check
What we get is "it does not matter what you show me, I will remain grumpy because the CC was too short 4 years ago"
Yes the company had difficulties and maybe did not make all the right decisions according to the Monday morning quarterbacks. Now get over it and look forward. Who cares who Adrian is, last time I checked he does not sign the quarterly reports.
