Replies to post #9015 on The Rising Influence of Rising Affluence

[oldberkeley]

It was a performance for the ages.

It truly was, talk about ballsy. I think that many, many execs around the world are listening to the recording and saying to themselves, "Damn, I'm having that kind of energy next time!"

The transcript itself just doesn't do it justice.

Too many good moments and quotes to list them all, but my favorite quote is:

"I'm going to take my shoes off when I get to the river. I'm not there yet."

[DewDiligence]

CLF's 4Q16 CC—another performance for the ages by CEO, Lourenco Goncalves. Unlike LG's first CC in Nov 2014 (#msg-107626403), which set a new standard for no-BS talk by a CEO, today's CC enumerated the specific predictions LG made on each of the 2016 CCs that have now come to be.

The stock is +16% today to its highest level since Oct 2014. (It is +820% from the 2016 low.)