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Gold/Mining/Energy : Yogen Fruz IT'S ALIVE, IT'S ALIVE -- Ignore unavailable to you. Want to Upgrade?

To: Link Lady who wrote (1052)	1/27/1999 2:19:00 PM
From: telecomguy	Read Replies (1) \| Respond to of 2453

If the allegations are true, it's certainly not good for YF. The question is - where is First Marathon's evidence? What recent mgmt decisions indicate that the Smith & Serruya are not co-operating? Does First Marathon have any short position in YF (or long)? My understanding was that the Serruya's had lot more equity of YF than the Smith's. Although that doesn't necessarily translate to board level control, it would be surprising if Smith was able to wrest control given his (lot lower) equity in YF. I would like to hear some hard evidence before assessing the situation. (in the long-term however, the Co-Presidency has got to go. You can't have two chiefs...........)

To: Link Lady who wrote (1052)	1/27/1999 3:07:00 PM
From: yogi bare	Read Replies (1) \| Respond to of 2453

Good eyes Wendy!! Thats all we need is mis-management. Seems like a little corporate direction would serve this company well. Q1 results were to be out by month end, hopefully they will indicate what direction this company is headed. These guys (Serruya's) need a lesson in how to create shareholder confidence and value. You think that they would go all out to impress an analyst covering their stock (not many are), but no, they find a way to create a sense of confusion,lack of direction and leadership. Bring on Mr. Smith Yogi....

To: Link Lady who wrote (1052)	1/27/1999 7:16:00 PM
From: Mark Kubisz	Respond to of 2453

<<The report further suggests that "the << management transition at Yogen Fruz has also << driven a radical change in objectives," and << that the company is more interested in << building up its frozen dessert brands to << "force a multinational consumer products << company to make a bid for it." Long term, that's a positive. Who might be the bidders?