My company has had a bad run of late. Structurally we play in two large sectors: one purely local and the other both locally and on a global scale. The locally focussed business is THE market leader and an incredible generator of cash. The more global business, while one of many, is still a reasonably large player too, both in the local and global sense.
With a stock market focussed mainly on the next six to twelve months set of numbers, it is clear that the ill-performing unit is a dragging back the entire firm.
The quandry is if she company is split in two, it would open the possibility that the local business is swallowed up by any number of large global players. It’s funny how the best laid plans can still end up in a company disappearing forever.