Ann: Annual Report to Shareholders, page-12

All friendly here JF! I revealed my position because of the constant calls to do so some time ago. Since then I've been rather open about it all. It's a bit rich to speak like that, as you yourself must have been timing trades somewhat with DGR, otherwise you are quite a bit in the red, and it's easy to let emotion get in the way of reasoning.

Good analysis best of luck to you, but we fundamentally differ on our views here. But I make no apologies correcting the idea that is presented to newcomers that NM is some kind of guru - he has done precisely what I've said - lost a large amount of SH value. When arguments devolve into "don't talk about other stocks here" and "don't worry it's all part of the plan" I feel better in my analysis.