Something I’ve always found strange is how many companies management through interviews or through company announcements either won’t talk or speak briefly on how they approach capital allocation, where it really is one of the major roles as management. I have recently watched the connexion CEO interview where this was mentioned (26:30), the CEO did use to be a manage a fund and may be a reason behind this.
I was curious as to what other companies’ people have found in the ASX microcaps where capital allocation is more openly talked about by management? Also, just others thoughts if this does bring greater shareholder returns?