Genoway: feedback from investors meeting and presentation of the new strategic plan

It was great to see the management team (CEO and CFO) for a one hour and a half meeting with investors. The new strategic plan was presented and we had a good 45 minutes Q&A session and there were no limits on the questions which could be asked.

Management is really important for me so I like to see them and see how they react and how they think. We can see that through the answers they give to all the type of questions (technical ones, easy ones, tough ones, do they try to avoid answering to a question, can they say I do not know?).

The slides are publicly available so I will be commenting on the interesting details given during the presentation and the Q&A session.

We are clearly in a a growth story which has its risks (maybe growth won’t be as strong as initially thought…) but there is a solid balance sheet.