Het is mij opgevallen dat op dit forum meerdere mensen inmiddels een bericht hadden verwacht omtrent de mogelijke samenwerking met Criterion. Zelf was ik er ook van overtuigd dat op korte termijn hierover nieuw bericht zou worden verspreid. Vandaar dat ik AMG met een mailtje heb aangeschreven. Ik zal de correspondentie kopiëren, dan kunnen jullie zelf hierover je mening vormen. Zelf is mijn verwachting dat wij pas einde van dit jaar meer hierover zullen gaan horen. Het zal ook wel aangesneden worden op de conference call van 2 augustus aanstaande.
Dear mr. Daniels,
I kindly ask your attention for the following.
Within the last conference call, the potential joint cooperation with Criterion was discussed. Your Ceo, dr. Schimmelbusch said, if I heard correctly, further information about this matter would be disclosed in the months to come. So far I have not seen any announcement regarding this matter. Could you please clarify his words or tell me why we still have not heard of this in any way so far.
I would very much appreciate your answer.
Reactie van AMG:
Dear Mr. ...
Thank you for your mail. The discussions with Criterion and Shell are actually at a very early stage and as a result, we do not expect to make any further announcement in the near future. The purpose of publishing the press release at such an early stage was to allow us to engage, openly, with potential customers and suppliers regarding the arrangement, without risk of disclosing potentially non-public, price sensitive information.
I hope this helps.
Dear mr. Daniels,
First of all, my gratitude for your response on such a short notice. However, I must say that I feel kind of surprised with your answer. Me and several other investors I know, were all assuming that this ''deal'' was something supposed to happen within the near future, based on the latest conference call. I just searched the specific citation of your CEO, which stated the following in the exact words:
''The negotiations with Shell and Criterion, obviously, are under very, very strict nondisclosure agreements. We are, however, happy to say that we will announce details in the months to come.''
Don't you agree that this is kind of contradicting? Can I assume that dr. Schimmelbusch was a little overconfident in his words or is this just something you can not talk about yet.
Reactie van AMG
Dear Mr ...
I think Heinz’s comments regarding an announcement in the coming months is accurate - he did not put any time frame on when he expected this to be (or how many months), and timing is highly dependent on a number of commercial factors and discussions.
I’m afraid that is all I can add at this stage.
I hope this helps,