The stockholder total returns of dividend plus share appreciation are lagging for a corporation with the assets that OLN has available to deploy strategically. Management better either raise the dividend or do something strategic to increase my value or I am going to call an activist to buy a position and shake up the Board and Management. We will find a way to get more money to the stockholders maybe through management pay cuts.
Carl says it better than I do...
Leave out his current issues with eBay and who else could he be talking about?