JANA Partners responds to Agrium Analyst DaySubscribe
I don't want to paste the entire press release but this could be a nice talking point for someone who is trying to prepare for an interview.
Let me just say that I am a big fan of Mitchell Jacobson.
JANA Partners responded to last week's presentation by Agrium Inc.in which Agrium sought to refute JANA's "5 C's" analysis and the need for new perspectives and experience on Agrium's board.
"Agrium has finally entered the debate, but nothing they have said has changed it," said JANA Managing Partner Barry Rosenstein. "Nothing in Agrium's responses refutes the overall picture of a company that has historically been undervalued and underperformed its peer weighted average, and that can unlock that value by addressing fundamental issues with the help of our highly-qualified nominees." Examples of issues addressed by JANA in today's analysis include: