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  1. #8061
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    Quote Originally Posted by winner69 View Post
    Earl will guide Metlife through the next four or five years and then an IPO / revisiting at $15

    And Earl will get a big success fee
    Not quite Winner, Earl is off to MET to work on synergy strategy before the Swedes eat OCA for $2.5 / share early next year.

  2. #8062
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    Quote Originally Posted by allfromacell View Post
    Not quite Winner, Earl is off to MET to work on synergy strategy before the Swedes eat OCA for $2.5 / share early next year.
    Probably an independent valuation report would only come up $1.60 to $1.70

  3. #8063
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    And all directors will support the $1.50 revised offer...

  4. #8064
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    Quote Originally Posted by dabsman View Post
    And all directors will support the $1.50 revised offer...
    Which will be above NTA so a good deal for shareholders

  5. #8065
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    Quote Originally Posted by Beagle View Post
    Earl a nice guy, too nice. Need someone with a more commercial focus laser focused on driving underlying eps

    .
    If new person does focus on profit no matter what I hope it is doesn’t compromise care standards and the wellness of our customers
    “ At the top of every bubble, everyone is convinced it's not yet a bubble.”

  6. #8066
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    Moving to work for the Swedes who arguably pulled off one the of the greatest heists on the NZX with their MET takeover using strongarm tactics and with effect immediately, (I am VERY disappointed in Earl).

    Julian finishing up with SUM soon. Hmmm..probably add quite a bit to the share price if he took over as OCA's CEO.

    Wonder what Maverick thinks of Earl leaving ?
    Last edited by Beagle; 08-03-2021 at 11:56 AM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  7. #8067
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    I have messaged him.

    Is this something we should be concerned about? Is it just a case of moving on to new challenges and more money, or is there a chance he (Earl) knows something we don’t?

    Quote Originally Posted by Beagle View Post
    Wonder what Maverick thinks of Earl leaving ?

  8. #8068
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    With all due respect, its stating the obvious that as the CEO will know more than we do. Its also on the record what his base salary was and to the best of my knowledge its one of the lowest of any CEO of a listed company on the NZX. The Swedes got MET for an extremely cheap price and will be dead keen to have a CEO that can continue the transformation to a business model that offers more of a care focus as we know incoming residents want to see the full continuum of care. I think in that regard Earl has a lot to offer MET and the Swedes can easily afford to pay him more. Join the dots...

    Market does not seem to be concerned with Earl leaving and I'm not worried either. Need a numbers man in there like Julian Cook.
    Last edited by Beagle; 08-03-2021 at 12:57 PM.
    Ecclesiastes 11:2: “Divide your portion to seven, or even to eight, for you do not know what misfortune may occur on the earth.
    Ben Graham - In the short run the market is a voting machine but in the long run the market is a weighing machine

  9. #8069
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    With all due respect, that was a little condescending. My question wasn’t literal. I’m pretty sure you know what I meant.

    Quote Originally Posted by Beagle View Post
    With all due respect, its stating the obvious that as the CEO will know more than we do.

  10. #8070
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    Nothing new. Money does not talk, it screams. That OCA did not match what ever package he was offered also speaks for itself. I recall it being said that Earl was too nicer person to be a good CEO. Need someone more out there to sell the game plan and sparkly future. Time will tell. Price languishing at the moment. Don’t want the Swedes sniffing around.

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