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  1. #11941
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    Quote Originally Posted by 44wishlists View Post
    Bryan Gaynor also suggested that "The second best performing company was Kathmandu under CEO Xavier Simonet"
    I am in doubt after the latest KMD trading update.
    Esp when he quoted Xavier - Simonet told the recent annual meeting: "We expect first half profits to be strongly above last year."

    Our Jayne got lambasted in same article for lowering a revenue forecast
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  2. #11942
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    Quote Originally Posted by winner69 View Post
    Esp when he quoted Xavier - Simonet told the recent annual meeting: "We expect first half profits to be strongly above last year."

    Our Jayne got lambasted in same article for lowering a revenue forecast
    Same Brian Gaynor who thought the sun shone out of Mark Welson's arse?

    Until it all turned to custard when the light was shone on the mess left behind by said saviour of the NZX, Weldon?

    Same Brian Gaynor of Milford who badmouthed Diligent (surprise, surprise!) after selling out and then, was rumoured to be buying back when the sp crashed down to under $4?

  3. #11943
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    Quote Originally Posted by 44wishlists View Post
    Bryan Gaynor also suggested that "The second best performing company was Kathmandu under CEO Xavier Simonet"
    I am in doubt after the latest KMD trading update.
    Article was written 15 December 2018 and represents performance for 2018. Market shocker update was 3 January 2019.

    Quote Originally Posted by winner69 View Post
    Esp when he quoted Xavier - Simonet told the recent annual meeting: "We expect first half profits to be strongly above last year."

    Our Jayne got lambasted in same article for lowering a revenue forecast
    One would hope in the future he would be far more conservative with his choice of words but I won't hang around to find out because that was one of the biggest clangers I can recall in recent times. The word "strongly" above turning to eps negative really shocking. $2.00 coming as market confidence has been so badly eroded ?

  4. #11944
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    [QUOTE=Beagle;742987]Article was written 15 December 2018 and represents performance for 2018. Market shocker update was 3 January 2019.

    If Gaynor was referring to KMD's FY18 performance, he might had a point. But definitely not the case if he was referring to the 1H of FY19, nor 2H of calendar year of 2018. A piece of writing by Gaynor, plus featuring in NZHerald, I better go and read the story book of "Bark, George"

  5. #11945
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    Jayne beefing up her team. Hope it doesn’t get as big as Hansen’s 52 man All Black squad

    http://nzx-prod-s7fsd7f98s.s3-websit...192/293349.pdf

    Melanie’s last job was running Roadside Operations at the National Roads & Motorists’ Association — I take it that’s not code for a stop-go chick in a high viz vest.
    “In a roaring bull market, knowledge is superfluous and experience is a handicap.”

    –Benjamin Graham”

  6. #11946
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    Lets hope they haven't been issued with an obscene pile of shares for working at ATM that they will sell next week.

  7. #11947
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    Quote Originally Posted by 777 View Post
    Lets hope they haven't been issued with an obscene pile of shares for working at ATM that they will sell next week.
    I'd assume they first need to start before they can collect their shares they then may sell. Phil seems to start in April and with Melanie they don't seem to be too sure (first half of calender 2019)?

    Assuming they follow Jane's outstanding conduct than I'd expect the sell off during Q2 2019.
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  8. #11948
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    Quote Originally Posted by winner69 View Post
    Jayne beefing up her team. Hope it doesn’t get as big as Hansen’s 52 man All Black squad

    http://nzx-prod-s7fsd7f98s.s3-websit...192/293349.pdf

    Melanie’s last job was running Roadside Operations at the National Roads & Motorists’ Association — I take it that’s not code for a stop-go chick in a high viz vest.
    Theres nothing in Melanie's background that excites me. So she has helped people with a flat battery get back on the road again. I would have thought that ATM was past the "start up" stage so why hire someone with this background?

  9. #11949
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    Quote Originally Posted by 777 View Post
    Lets hope they haven't been issued with an obscene pile of shares for working at ATM that they will sell next week.
    Classic. Its the brazenness of Herdlicker that I don't like. Brazenly telling people she will sell shares in the future as and when they vest at a time that suits her. She might as well have said I am here for one person and one person only, MYSELF, I don't care about anyone else.

    Quote Originally Posted by minimoke View Post
    Theres nothing in Melanie's background that excites me. So she has helped people with a flat battery get back on the road again. I would have thought that ATM was past the "start up" stage so why hire someone with this background?
    She might be good at friendly discussions over latte's with Jayne ? Personally i'm a little surprised both these new appointments didn't come from JetStar...jobs for your mates...

  10. #11950
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    Quote Originally Posted by Beagle View Post
    Classic. Its the brazenness of Herdlicker that I don't like. Brazenly telling people she will sell shares in the future as and when they vest at a time that suits her. She might as well have said I am here for one person and one person only, MYSELF, I don't care about anyone else.

    .
    Herdlickers is in a no-win situation then. Dont tell market in advance and she gets a hard time. Tell market in advance and she is brazen.

    I'd sooner she said up front her plans - though appreciate its her own personal business. Doesn't take away the concert though, that if she is running a decent company she would be accumulating, not selling.

  11. #11951
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    Quote Originally Posted by minimoke View Post
    Herdlickers is in a no-win situation then. Dont tell market in advance and she gets a hard time. Tell market in advance and she is brazen.

    I'd sooner she said up front her plans - though appreciate its her own personal business. Doesn't take away the concert though, that if she is running a decent company she would be accumulating, not selling.
    It just makes me sad. Former CEO Geoffrey Babidge had a very conservative, elderly statesman like manner about him that I really liked. There was none of the nonsense we see with Jayne, he was paid only half as much and built enormous value for ATM shareholders over the years. From what I can see all Jayne appears to have done is come along and started immediately milking the company for all she can get and hired a bunch of executives to help her, (at least one of whom is a former colleague from JetStar) These recent hires is staff to do work Geoff probably did as part of his role so all Jayne is doing is making life as cushy and comfortable as she can and adding what value ?, none from what I can see. If Geoff was still there, I would be too. He's gone and so am I.
    Last edited by Beagle; 08-01-2019 at 11:21 AM.

  12. #11952
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    Surrounding herself with people, top heavy, not my cup of tea.

  13. #11953
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    The pace at which ATM has grown is outstanding, I don't think a lot of people truly appreciate how fast this company has moved in the last 5 years let alone the past 24 months. I think Geoffrey was a great leader and would have preferred him to stay on-board but the hiring of additional staff is necessary especially in a business looking to continue expanding so rapidly.

    The new Chief Technical Officer brings with him 30 years of dairy experience which is surely valuable to ATM. I think it's too early to pass judgement on Jayne and would prefer to let the future results and numbers speak for themselves.
    Last edited by allfromacell; 08-01-2019 at 06:56 PM.

  14. #11954
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    Sorry allfromacell but my judgement of Jayne was made the day she was appointed and confirmed the day she sold her shares.

  15. #11955
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    Quote Originally Posted by allfromacell View Post
    The pace at which ATM has grown is outstanding, I don't think a lot of people truly appreciate how fast this company has moved in the last 5 years let alone the past 24 months. I think Geoffrey was a great leader and would have preferred him to stay on-board but the hiring of additional staff is necessary especially in a business looking to continue expanding so rapidly.

    The new Chief Technical Officer brings with him 30 years of dairy experience which is surely valuable to ATM. I think it's too early to pass judgement on Jayne and would prefer to let the future results and numbers speak for themselves.
    And therein lies the problem, I'm not sure how anyone will be able to tell if Jayne has made any significant contribution to the company putting aside the great base Geoff has already laid and the brilliance of the company itself which would still do well with any random Monkey as CEO, excepting the Monkey would probably hang onto its shares.

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