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Report on Exchanges - INSEAD CALT

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…Jacques now summarizes the opini<strong>on</strong>s and arguments. His c<strong>on</strong>cern about Bauer are stillthe alleged weap<strong>on</strong> deals….De : Jacques.Veerman@mail.ing.nl [mailto:Jacques.Veerman@mail.ing.nl]Envoyé : lundi 17 juin 2013 21:41Hi Team,Looking at our resp<strong>on</strong>ses so far we have the following preferences:Looking at the Pro’s and C<strong>on</strong>’s for Goodbridge and Bauer we see the following:To my opini<strong>on</strong> and with sec<strong>on</strong>d thoughts Gregory had some good arguments in favor of Bauer.The <strong>on</strong>ly thing that worries me is Bauer’s possible c<strong>on</strong>necti<strong>on</strong> with the weap<strong>on</strong> industry. This is for me a“No Go” towards Bauer.Otherwise I would change my preference to Bauer. But then we should have 100% certainty about this.Kind regards,…Peter is not willing to change his positi<strong>on</strong> but would like to further share arguments forboth opti<strong>on</strong>s….De : Peter Larsen [mailto:pel@flsmidth.com]Envoyé : mardi 18 juin 2013 16:29Hi team,Jacques, thanks for the summary, gives a nice overview.I have tried watching the video, reading the presentati<strong>on</strong> and g<strong>on</strong>e through the below summary<strong>on</strong>ce again. But I still d<strong>on</strong>’t find anything that changes my positi<strong>on</strong> and the preference forGoodBridge.AAA/<strong>INSEAD</strong>/062013 - 66

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