Disqus - Friends of corpgov

Re: TheStreet.com: CSX Stands Ground Against Activists

ericjackson — Tue, 03 Jun 2008 07:42:04 -0000

I couldn't agree more that shareholders - large and small - should
always look to hold companies accountable and not wait for someone like
TCI to do that work for them.

Re: TheStreet.com: The Activist Investor: Four Ways Icahn Can Beat Yahoo!

ericjackson — Wed, 04 Jun 2008 14:45:04 -0000

Good points. Thanks.

If you hire an A player, they hire people that are B+ below them.

If you hire a B player, they hire C players below them

Re: TheStreet.com: The Activist Investor: Four Ways Icahn Can Beat Yahoo!

ericjackson — Wed, 04 Jun 2008 15:16:05 -0000

Sorry... I made a typo on my Bberry when replying earlier... I mean to
say A players hire A+ players below them, because (as you say) they
don't get threatened.

Re: TheStreet.com: Activist Investor: Take the Third Option on Yahoo!

ericjackson — Tue, 17 Jun 2008 22:01:05 -0000

Hard to dispute those numbers! Thanks.

Re: Targeting Barnwell Industries

ericjackson — Thu, 03 Jul 2008 13:55:08 -0000

Yes, I've seen that.

Better aligning executive compensation with performance is necessary.

Re: Targeting Barnwell Industries

ericjackson — Sat, 05 Jul 2008 13:52:07 -0000

Re: Targeting Barnwell Industries

ericjackson — Sat, 12 Jul 2008 11:29:06 -0000

I had a good discussion with mgmt last week. Will be continuing the dialog.

They still have half their land to drill.

Re: BNN Video: Yahoo-Icahn Truce

ericjackson — Wed, 23 Jul 2008 08:00:10 -0000

Thanks so much, Philip

Re: What Do Yahoo!s Think? What's Right and What's Wrong at Yahoo!?

ericjackson — Mon, 04 Aug 2008 09:58:07 -0000

Thanks

Re: National Post: Aurelian draws online storm

ericjackson — Sat, 09 Aug 2008 22:18:07 -0000

Thanks for the comment

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 00:11:05 -0000

Good points. I am not an Aurelian or Kinross holder but have been involved in other activist efforts.

I would suggest that you need to find a way of constructively focusing your passion. It's not enough to complain or hope the OSC or SEC will help. It has to be you, the shareholders, to take action. If it has to be, it must be me.

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 10:15:05 -0000

If you want to go to war, you need some powerful allies. The OSC and SEc are powerful but slow. Who are the largest institutional holders in Aurelian who are likely just as upset as you? Have you chatted with them? What would you ask them to do? Let me know and I will be happy to help too

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 16:33:07 -0000

I agree with your points. However, don't limit yourself to telling the story to only small investors. You need to get larger shareholders (in ARU) on your side.

Who has spoken to Keith Barron, Haute-Nedaz of Switzerland who owned 10.3% as of last May, or Goodman & Co Investment Counsel in Toronto who owned 10.6% and just bought more recently?

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 16:38:05 -0000

You need to get Barron and Goodman on your side.

I would also suggest you formally organize your group of small shareholders. Look at www.youchoose.net/yahoo for how I did this with YHOO. Once someone starts a group, enourage other ARU holders to "pledge" their shares to your group. That way, you will know how many people support you and with how many shares. That will give you more credibility when speaking to the media.

Also, consider creating a "Plan B" plan for ARU - ie exactly what you would do if you were CEO today. Then put the "Plan B" in a wiki. See http://shareowneractivism.w... to see what I did.

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 16:41:05 -0000

Good luck. Every journey starts with a single step. You can do this. Just persist, put forward credible arguments (as opposed to complaining or being seen as unprofessional) and you will succeed.

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 16:45:08 -0000

Big funds are composed of individuals. I would suggest you find the specific fund manager with ARU in his/her portfolio who would like to see a higher price. Alternatively, find the junior analyst who did the legwork analysis on ARU and still cares passionately about the return for the fund. Then, make your case as a fellow shareholder.

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 17:09:06 -0000

Go get 'em. Also, you might want to consider one person (or a few) being the "face" of the group.

Re: National Post: Aurelian draws online storm

ericjackson — Sun, 10 Aug 2008 17:18:06 -0000

If you have contacts to key holders and you can share your key points, I would be happy to get involved - if you wish.

Re: Targeting Barnwell Industries

ericjackson — Thu, 06 Nov 2008 20:29:46 -0000

Unresponsive. I sold my shares before the rout last month. Might look
at getting back in down the road.

Re: Stocktwits Closes its Series A a/k/a Building a Long Tail Meritocracy

ericjackson — Wed, 17 Dec 2008 09:43:00 -0000

Wonderful news. Congrats to all

Re: Where Citi Went Wrong

ericjackson — Sat, 17 Jan 2009 23:35:11 -0000

I agree with you that the failure of leadership spans the industry. I also
fear that we will soon forget any lessons learned.

Re: Vote For Who to Make the Next Web 2.0 Activist Target Company

ericjackson — Mon, 26 Jan 2009 13:40:00 -0000

Thanks, Dave

Re: Vote For Who to Make the Next Web 2.0 Activist Target Company

ericjackson — Mon, 26 Jan 2009 14:37:57 -0000

Thx David. I agree with you on RBS and C. BAC still less likely (for now). Some things never change with Yahoo

Re: Boards Caused This Mess. Here's How To Fix Them

ericjackson — Wed, 18 Feb 2009 20:15:16 -0000

Thanks. Given what's happened in the last 6 months, there's a greater
chance of positive change for shareholders occuring now than at any other
time. Let's hope so.

Re: Best Way to Play Dry-shippers: TBSI

ericjackson — Wed, 22 Apr 2009 16:46:02 -0000

I think both EXM and GNK are poised to do well. Frankly, all these stocks move in lockstep generally.