Originally Posted by
petty
I discussed A2 last night with the lead of a fund manager re a2.
a) He visited Jayne for a 1;1 and is buying the explanation but ultimately agreed it's always hard to know for sure. She asked for cash, board said no, board offered shares.
b) He also mentioned that with his 1:1 with the chairman was pretty direct in his acknowledgement of the balls up.
c) He outliend that market data is really strong locally and the multi channel approach and relabelling have been a success.
d) He outliend that Jayne is really focussed on US and expects strong growth in this market with a possible IF announcement. (Maybe AGM?)
No dynamites here but thought Id share all the same.