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#	AUTHOR DATE SUBJECT
4	member 8/03/23 9:21AM Re: it's like watching (automotive) paint dry
They can't get out of their own way. Everything in the cycle is breaking for them (auto volumes, price-raws) and they botch an ERP implementation. Snatching defeat from the hands of victory. view available tags
3	member 8/01/23 6:39PM it's like watching (automotive) paint dry
AXTA has been posted 7x on VIC from 2015-2022 and the average stock price of pitches is $27.93 and EV $9.7b, with a pretty tight band. The stock price after-hours is $27.90 and the EV... login to read the rest 2 view available tags
2	member 11/12/22 11:40PM Re: Interim CEO 1
@tugger85, apologies for the delayed response. It wouldn't surprise me if interim-CEO Rakesh Sachdev loses the interim title at some point. Given his age, deal background (Sigma Aldrich, Platform Specialty Products, Regal Rexnord) and lack... login to read the rest view available tags
1	member 7/27/22 1:06PM Interim CEO
Hey Glory - any thoughts on the CEO transition announcement today and whether or not that could potentially expedite a sales process (or does current management need to execute a bit more in terms of view available tags