Maybe I got the wrong end of the stick earlier, suggest we all move on and get back to debating the company and its merits. I am busy today preparing for my discussion with T.C. I am presently leaning towards continuing the debate afterwards with their general counsel who is probably best placed to understand the intricate nuances of this matter has written what I consider to be an excellent Securities Trading and Disclosure policy statement for staff that runs to 13 pages. SIGH...We just need them to stick to it.
The debate will centre on whether the information contained within the investor day briefing was material or not and whether senior management knew when they were selling that the company was in the process of settling the freight dispute. Should there be a black out period shortly before the presentation of future investor day briefings ?...that is the $64,000 question. None of you will be surprised that I have a very firm view on this :)