IT'S open season for "strategy" or "transformational" reviews that involve little vision but lots of sackings and management waffle.
Tim Boreham, Criterion, The Australian - June 27, 2012
This opening comment sums up the OZ reaction to the Strategic Review that apparently Toby Marchant and UBS have been toiling over since September 2011; yet it was delivered by the soon to be departing James Orr with a solitary comment by Harry Boon.
Rather than "strategic" it read more like a perfunctory ASX release, sans Toby Marchant.
Below is the full text of Tim Boreham's Losing heads in the paperless revolution
published in The Australian yesterday.
A quote to warm your interest:
For Paperlinx holders, patience has worn as thin as a sheet of 50-micron copying paper that can, in the wrong hands, deliver a lethal paper cut.
Boreham is a regular watcher of forestry and paper companies and has a nice turn of phrase, meaning he is knowledgeable and easy on the eyeballs.
Other Boreham comments about PaperlinX include:
20120626 Tim Boreham - PaperlinX promises ring hollow despite strategic review
20100819 Tim Boreham - Serial underperformers_ PPX and PMP
20090901 Tim Boreham - Gunns (GNS) PaperlinX (PPX) Pulp and Paper