OK, management failed to communicate with one investor. In their defense, they have been busy. Not good, but not significant enough to offset the positives in management performance, IMHO.
The price at which EK purchased his latest batch of stock is significant. I'd like to know if he paid some approximation of market value. If so, that would impress me. EK is being coy about the price, so I have to assume maybe he got a sweetheart deal at less than fmv. But ho would sell a million shares at less than fmv? And why would anyone do so? Doesn't make a lot of sense, does it? If EK paid even 2 or 3 bucks a share, he was putting a significant amount of money at risk. Don't believe he would do that if he didn't believe in the stock. If EK paid a dime or a nickel a share, then somebody was just dumping money on him for unknown purposes. Not good or bad for the stock. Not too much to say about this except that I have to believe that if EK had paid fmv, he would have said so.
I see the "goal" thing as a false issue. They said it. Now they retract it. Management will still be judged on whether they make that goal, we just won't get interim reports except the CCs. Creates some stock volatility, but otherwise is a nothing burger.
Committee on maximizing SH value seems like a good idea. Mgt. may be too busy to focus on that right now. Good thing for somebody to work on. Ought to scare the shorts some. Sale rumors anyone?
As I see it, the key issue is, " Do you believe Mgt. when they say the technical work to put GW on Azure is done and action is "imminent"?" IF so, then you hold the stock. If not, you need to get out.
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