[allenasrini]

Yes SKR cannot reveal more than what is in public domain. However, his willingness to meet and discuss is positive. To me the body language of SKR in the meeting is important. Mr.Rathi can throw some light on that.

[allenasrini]

Brightspot Your view probably explains why no one is taking up those jobs. It is hard to believe
that SKR could not find suitable persons for these jobs. In last 8 years I was never doubtful about BCG.SKR not addressing things which are under his control does not leave a good feeling.

[allenasrini]

The approach he is taking is evident from the fact that there is no sense of urgency to hire CS even after 8 months.He has to hire right people for key positions and hold them accountable for delivery.I am not sure who SKR is holding accountable for bonus issue bungling. Not having a CFO at a time when FA is going on is also inexplicable. I have been a long term investor and holding a sizable quantity. Last call was really disappointing. I am still a believer in BCG but feel SKR has to get his team and allow them to work and hold them accountable for delivery.

[allenasrini]

Logan I think you should continue to post about other companies in the adtech as well as industry as a whole. With BCG growing in size after acquisition and movement of stock price it is much more necessary for us to understand industry and developments. Your posts have always been very informative and insightful.

[allenasrini]

Overall it is a disappointing call particularly for Daum settlement and LOC. They are not clear which entity will get LOC that probably is the reason for hold on consolidation.The real concern I have in case LOC does not materialises what would be the fate of Daum settlement?The priority for SKR is growth and not Daum settlement . The call will not help the stock price. We need to live with the continued uncertainty for some time to come.

[allenasrini]

Dear Odysee I am in a similar position as you are. I have started investing in BCG from 2013 onwards at a price of Rs.2.75 to Rs.56. I still have a high conviction that it will realize its full potential. Around the same time as investment in BCG, I have also invested in Tanla and now it is well on course to realize its potential. I have never lost faith in both these stocks and stay invested. The reward for long wait is handsome. If you believe in BCG please stay invested and hope that the wait is not long.

[allenasrini]

Is there any PIN number for the call?

[allenasrini]

Welcome Headstead.

[allenasrini]

I do not think we get any clear update from SKR till Daum issue is closed. Latest update does not give a feeling of Daum issue getting closed. How long the drafts get exchanged? Is there an intention on the part of Daum to close? If so why do the drafts are not cleared way for signing final agreement?

[allenasrini]

I have been buying this stock since 2012. I bought various lots from Rs 2.75 to Rs 53. I like the digital marketing space and see the value BCG offers.

[allenasrini]

Holding 820 k shares at average price of Rs 8.15

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