tradermen
Forumer storico
speriamo, pero' + passa il tempo e + aumentano i dubbi..
NicOx.... in attesa di.....
- Creatore Discussione DickSIM
- Data di Inizio
speriamo, pero' + passa il tempo e + aumentano i dubbi..
Zohar
Forumer storico
E' quello che intendo dire da tempo ... Nicox ormai è quasi morta ed ha tutte le fattezze di una zombie biotech.
Il mercato non la c.aga, scende più degli indici generali, silenzi prolungati associati a bla-bla e tecniche prenditempo, nessuna news rilevante POSITIVA da oltre 1 anno ... una strategia attuata da Garufi che si è rivelata un filotto di disastri ....
Se a questo poi aggiungiamo la contingenza del mercato ....
Direi che siamo nella m.erda più totale ... gli unici a non preoccuparsi di ciò sono i dipendenti .... tanto per 8 anni hanno lo stipendio garantito ... prima di consegnare i libri in Tribunale ... intanto a quel tempo MG sarà già in pensione.
Ultima modifica:
relavo
Forumer storico
Dedico l'articolo sotto riportato alla attenzione di chi ritiene leggittimo e necessario, (e probabilmente anche piacevole) denigrare e offendere immancabilmente e continuamente la gente, nell'animo e nel portafoglio, solo perchè chiede leggittimamente il cambio del management; magari finalmente si porrà qualche dubbio e la smetterà di sostenere ciecamente le capre.
RIM’s ‘Grumpy’ Investors Seek New Chairman for More-Active Board
July 12 (Bloomberg) -- Research In Motion Ltd., scheduled to hold its annual meeting today, is facing shareholder calls for its board to take on a more active role and appoint a new chairman to lift the BlackBerry smartphone maker’s fortunes.
The company’s six outside directors have made few public comments as RIM struggles to compete against Apple Inc. and Google Inc. Jim Balsillie and Mike Lazaridis, who are both co- chairmen as well as co-chief executive officers at RIM, have tried to reassure investors the company is poised to recover and they should remain chairmen.
The Waterloo, Ontario-based company, coming off its worst quarterly stock-market performance in nine years, needs to make board-level changes, according to investors such as James Cole.
“The team there has not executed for a prolonged period and that underscores the need for an independent chairman,” said Cole, who holds about $46 million in RIM stock as a portfolio manager at Portland Investment Counsel in Calgary. “It’s getting to the point where the executives have to be called to account and how are they going to call themselves to account? They won’t do it.”
RIM’s share of U.S. smartphone subscribers dropped 4.2 percentage points to 24.7 percent for the three months ending in May from three months earlier, according to ComScore Inc., while Apple’s iPhone and handsets based on Google’s Android software both gained share and outsold the BlackBerry.
RIM’s stock tumbled 49 percent last quarter in Nasdaq Stock Market trading, the worst three-month performance since 2002. Shares fell 93 cents to $28.05 yesterday and had dropped 52 percent this year before today.
Split Proposal
Last month, shareholder Northwest & Ethical Investments LP proposed splitting the roles of chairman and CEO at RIM to increase board oversight, and investors were slated to vote on the issue at the annual meeting. The proposal won support from Glass Lewis & Co. and Institutional Shareholder Services Inc., proxy firms that advise shareholders how to vote on such issues.
RIM managed to avoid a public showdown by persuading NEI to drop its proposal with an agreement the company would form a committee to study its leadership. The move has frustrated investors who want RIM to shake up management and respond more quickly to its competitive threats.
“There doesn’t seem to be the urgency in addressing meaningful matters,” said Paul Taylor, chief investment officer of BMO Harris Private Banking, who oversees $14.5 billion, including RIM shares. “It seems like they committed to study the matter but have they committed to a change? Not really. It’s a bit disappointing.”
Independent Director?
RIM has said the board’s independent lead director, John Richardson, already fulfills the typical role of a chairman at other companies and ensures the directors’ independent oversight. Richardson, who is 78 and former chairman of the Ontario Pension Board, has been a RIM board member since 2003 and lead director since March 2007.
RIM also said its board is “highly independent,” with six of eight directors from outside the company. Along with Balsillie, Lazaridis and Richardson, the other directors are: Roger Martin, dean of the University of Toronto’s Rotman School of Management; Barbara Stymiest, a former Royal Bank of Canada executive; Antonio Viana-Baptista, a retired, former executive at Telefonica SA; David Wylie Kerr, managing partner at Edper Financial Corp. and John Wetmore, a former head of International Business Machines Corp.’s Canadian unit.
Study Until January
When RIM said on June 30 NEI was withdrawing its proposal, the company said it would establish a special committee to study the board issues and put out a report by Jan. 31.
Shareholders “have a right to be absolutely infuriated,” said James Gillies, a professor emeritus and corporate governance expert at York University’s Schulich School of Business in Toronto. “Their reaction of saying, ‘We’ll try and get this sorted out in six months’ doesn’t give me much confidence that they think there’s an emergency.”
The move demonstrates RIM is avoiding a commitment to an independent chairman when it needs one, Glass Lewis said.
“The appointment of independent board leadership does not require further study, but rather concrete action,” Glass Lewis said in a report last week.
The firm also justified its recommendation for an independent chairman because of Richardson’s role on the audit committee while the company was investigated for stock-option backdating.
“In our opinion, the director has failed in his oversight responsibilities,” the firm wrote in its report.
Tenille Kennedy, a RIM spokeswoman, declined to comment and said Richardson and other directors weren’t available for interviews.
Whiskey Warehouse
The shareholder meeting is scheduled to begin at 6:30 p.m. local time in Waterloo’s Centre for International Governance Innovation, a think tank founded by Balsillie.
The meeting to be held in a converted whiskey warehouse may be relatively smooth now that the chairman vote has been canceled, said Eric Jackson, president of Naples, Florida-based Ironfire Capital LLC, who has previously sold RIM shares short, betting on their decline, and no longer holds any shares. That shouldn’t be interpreted as a broad vote of confidence, he said.
“I expect a lot of grumpy senior citizens rather than fund managers,” who hold the larger stakes, said Jackson. “Even if it’s a placid event, no one should be fooled that shareholders are happy.”
Duncan Anderson, senior portfolio manager with the Manulife Dividend Fund in Toronto, said he agrees with Balsillie’s argument that RIM’s transition to a new operating system is one that “frankly few companies would have been able to survive.”
QNX Transition
RIM bought QNX Software Systems for $200 million in 2010 and first used it as the platform for its BlackBerry PlayBook tablet computer released in April. RIM is shifting its entire smartphone portfolio onto the new operating system, with its first QNX phones scheduled for release in early 2012.
“I don’t think we’re appreciating the transition from the outside in,” said Anderson, whose team manages about $10 billion including about $160 million worth of RIM shares.
While a public shareholder vote may be too disruptive now, Anderson said he agrees with the idea of a new chairman such a person could bring “independent thought and perhaps someone representing the board that hasn’t been involved in the growth and development. It’s not that person’s baby.”
Portland Investment’s Cole said investors have waited long enough for results.
“The market is generally tired of what they say and is more interested in what they do,” he said. “For 18 months, Balsillie has been saying ‘Just you wait,’ and we’re still waiting.”
RIM’s ‘Grumpy’ Investors Seek New Chairman for More-Active Board
July 12 (Bloomberg) -- Research In Motion Ltd., scheduled to hold its annual meeting today, is facing shareholder calls for its board to take on a more active role and appoint a new chairman to lift the BlackBerry smartphone maker’s fortunes.
The company’s six outside directors have made few public comments as RIM struggles to compete against Apple Inc. and Google Inc. Jim Balsillie and Mike Lazaridis, who are both co- chairmen as well as co-chief executive officers at RIM, have tried to reassure investors the company is poised to recover and they should remain chairmen.
The Waterloo, Ontario-based company, coming off its worst quarterly stock-market performance in nine years, needs to make board-level changes, according to investors such as James Cole.
“The team there has not executed for a prolonged period and that underscores the need for an independent chairman,” said Cole, who holds about $46 million in RIM stock as a portfolio manager at Portland Investment Counsel in Calgary. “It’s getting to the point where the executives have to be called to account and how are they going to call themselves to account? They won’t do it.”
RIM’s share of U.S. smartphone subscribers dropped 4.2 percentage points to 24.7 percent for the three months ending in May from three months earlier, according to ComScore Inc., while Apple’s iPhone and handsets based on Google’s Android software both gained share and outsold the BlackBerry.
RIM’s stock tumbled 49 percent last quarter in Nasdaq Stock Market trading, the worst three-month performance since 2002. Shares fell 93 cents to $28.05 yesterday and had dropped 52 percent this year before today.
Split Proposal
Last month, shareholder Northwest & Ethical Investments LP proposed splitting the roles of chairman and CEO at RIM to increase board oversight, and investors were slated to vote on the issue at the annual meeting. The proposal won support from Glass Lewis & Co. and Institutional Shareholder Services Inc., proxy firms that advise shareholders how to vote on such issues.
RIM managed to avoid a public showdown by persuading NEI to drop its proposal with an agreement the company would form a committee to study its leadership. The move has frustrated investors who want RIM to shake up management and respond more quickly to its competitive threats.
“There doesn’t seem to be the urgency in addressing meaningful matters,” said Paul Taylor, chief investment officer of BMO Harris Private Banking, who oversees $14.5 billion, including RIM shares. “It seems like they committed to study the matter but have they committed to a change? Not really. It’s a bit disappointing.”
Independent Director?
RIM has said the board’s independent lead director, John Richardson, already fulfills the typical role of a chairman at other companies and ensures the directors’ independent oversight. Richardson, who is 78 and former chairman of the Ontario Pension Board, has been a RIM board member since 2003 and lead director since March 2007.
RIM also said its board is “highly independent,” with six of eight directors from outside the company. Along with Balsillie, Lazaridis and Richardson, the other directors are: Roger Martin, dean of the University of Toronto’s Rotman School of Management; Barbara Stymiest, a former Royal Bank of Canada executive; Antonio Viana-Baptista, a retired, former executive at Telefonica SA; David Wylie Kerr, managing partner at Edper Financial Corp. and John Wetmore, a former head of International Business Machines Corp.’s Canadian unit.
Study Until January
When RIM said on June 30 NEI was withdrawing its proposal, the company said it would establish a special committee to study the board issues and put out a report by Jan. 31.
Shareholders “have a right to be absolutely infuriated,” said James Gillies, a professor emeritus and corporate governance expert at York University’s Schulich School of Business in Toronto. “Their reaction of saying, ‘We’ll try and get this sorted out in six months’ doesn’t give me much confidence that they think there’s an emergency.”
The move demonstrates RIM is avoiding a commitment to an independent chairman when it needs one, Glass Lewis said.
“The appointment of independent board leadership does not require further study, but rather concrete action,” Glass Lewis said in a report last week.
The firm also justified its recommendation for an independent chairman because of Richardson’s role on the audit committee while the company was investigated for stock-option backdating.
“In our opinion, the director has failed in his oversight responsibilities,” the firm wrote in its report.
Tenille Kennedy, a RIM spokeswoman, declined to comment and said Richardson and other directors weren’t available for interviews.
Whiskey Warehouse
The shareholder meeting is scheduled to begin at 6:30 p.m. local time in Waterloo’s Centre for International Governance Innovation, a think tank founded by Balsillie.
The meeting to be held in a converted whiskey warehouse may be relatively smooth now that the chairman vote has been canceled, said Eric Jackson, president of Naples, Florida-based Ironfire Capital LLC, who has previously sold RIM shares short, betting on their decline, and no longer holds any shares. That shouldn’t be interpreted as a broad vote of confidence, he said.
“I expect a lot of grumpy senior citizens rather than fund managers,” who hold the larger stakes, said Jackson. “Even if it’s a placid event, no one should be fooled that shareholders are happy.”
Duncan Anderson, senior portfolio manager with the Manulife Dividend Fund in Toronto, said he agrees with Balsillie’s argument that RIM’s transition to a new operating system is one that “frankly few companies would have been able to survive.”
QNX Transition
RIM bought QNX Software Systems for $200 million in 2010 and first used it as the platform for its BlackBerry PlayBook tablet computer released in April. RIM is shifting its entire smartphone portfolio onto the new operating system, with its first QNX phones scheduled for release in early 2012.
“I don’t think we’re appreciating the transition from the outside in,” said Anderson, whose team manages about $10 billion including about $160 million worth of RIM shares.
While a public shareholder vote may be too disruptive now, Anderson said he agrees with the idea of a new chairman such a person could bring “independent thought and perhaps someone representing the board that hasn’t been involved in the growth and development. It’s not that person’s baby.”
Portland Investment’s Cole said investors have waited long enough for results.
“The market is generally tired of what they say and is more interested in what they do,” he said. “For 18 months, Balsillie has been saying ‘Just you wait,’ and we’re still waiting.”
PIZZODIGINO
Pacifico
Certo che per noi Nicoxiani queste crisi dei mercati sono solo delle pioggerelline primaverili, in confronto ai temporali estivi ai quali ci ha abituato Nicox.
Purtroppo per noi i crolli sono avvenimenti più che conosciuti e sperimentati.
Purtroppo per noi i crolli sono avvenimenti più che conosciuti e sperimentati.
relavo
Forumer storico
ma su ragazzi, non gettiamo alle ortiche della banalità la nostra capacità di discernere, non per niente, ma facciamo anche una pessima figura.....
il berlusca, con tutti i suoi limiti (molti..) ha comunque fatto in Italia e per l'Italia quello che nessuno a mai fatto prima in 50 anni di dc e pentapartiti.
chi non le sa queste cose, è giustificato a tacere, ma non a ripetere come un pappagallo sempre la solita blanda filastrocca bersaniana.
Per inciso, l'Italia, prima della campagna denigratoria della magistratura contro il berlusca, era al riparo dalla speculazione, e guarda caso, ora, dopo aver sputtanato anche Tremonti, eccoci veramente nella *****. Chi dobbiamo ringraziare di questo?
Ripeto, il Berlusca ha fatto una enormità di cose per l'Italia, combattendo battaglie con lobbies e privilegi e mafie consolidate e radicate impossibili da sostenere per un essere umano "normale". Ripetere la solita gratuita filastrocca bersaniana e gran segno di ingratitudine e forse, mi permetto, anche di scarsa capacità critica.
PIZZODIGINO
Pacifico
Diciamo che se lo avessero lasciato lavorare avrebbe fatto almeno dieci volte di più di quello che ha fatto. Ma si sà, ha dato fastidio a chi deteneva il potere ed è stato castrato.
relavo
Forumer storico
Bravo Pizzo,
mi fa piacere vedere che non siamo i soliti Italiani che non hanno mai il coraggio di andare controvento....purtroppo oggi è tornato di moda il vecchio e consolidato comportamento che io chiamo "la sindrome di P.zza Loreto", cioè una immediata e definitiva perdita selettiva della memoria relativa alle sole recenti esperienze politiche, seguita da una manifesta convinzione del soggetto di essere da sempre stato un sostenitore della parte politica avversaria; da cio' il termine con il quale i tedeschi apostrofavano gli Italiani nel periodo post armistizio "Italienische verdammt Wendehälse".
Viva il libero arbitrio e la libera espressione!!!!!
PIZZODIGINO
Pacifico
Visto l'andamento attuale dei mercati è forse meglio che la notizia del merger non giunga in questi giorni di grande crisi; meglio che arrivi in un periodo di euforia.
Comunque basta che arrivi entro la fine del 2011.
Comunque basta che arrivi entro la fine del 2011.
viralic
Forumer storico
Riguardo alla sindrome di piazzale Loreto e all'italia voltagabbana dell'armistizio ( Italia divisa in due, una già liberata dagli alleati , ma l'altra ancora in mano ai tedeschi, con tutte le conseguenza catastrofiche che il nord ha dovuto sopportare e subire.....grazie Badoglio !!!!) sono perfettamente d'accordo con te.....che poi i tedeschi possano farci lezione su alcuni tratti del nostro carattere e del nostro stile di vita, è meglio tacere......se conosci bene un vero tedesco ( inteso con la loro innata mania dell'arianesimo) ......lo eviti accuratamente e ti assicuro che non ha proprio nulla da insegnarci !!!.....scusa il parere ma penso sia libertà di tutti esprimersi in un forum libero.
farmacia10
el pueblo unido...
siamo nella ..... e ancora lo difendete
