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Message: Industrialization Plan

Dear JLM,

 

You are going to get me in trouble one of these days…

I started answering your questions then realized that most of the information in the answer wasn’t public.

 

Notwithstanding the confidentiality issues, your point is well taken; an AM update is probably in order.  Let me see what I can do to get one out (maybe a general one).  Time passes so quickly I sometimes forget that an update is probably in order. 

 

On a separate, but related matter. I am finding that although my approach to providing investors information is generally well received (format, information etc.), I am getting a sense that, notwithstanding all the precautions I take to contrary, the information contained therein is being “used” against us in negotiations  (example might be if I anticipate sales in a certain sector then someone reading that PR may assume I NEED that sale to justify my claim…and as such negotiates tougher).

 

Look forward to hearing from you again.

 

Until then,

 

All the best, 

Peter

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