Baillieu Valuation of VEC, page-530

No? If you've paid any attention I've always been consistent:

AK is a (literal) gold mine.
Management is a joke when it comes to communicating with shareholders/protecting SH interests.
VEC's TA is separate from VEC's FA (and oscillates).

I know they're extremely complex perspectives to those who can only function at an intellectual level of "disagreeing = ramping", but I promise if you work really, really hard you'll understand the intricacies of my position. You honestly don't even have to go far back to find me saying I'm waiting for the SP to recover before I exit. Which, in really complex gobblygook means I think the SP will go up.

Clarification to prevent further confusion for those who are struggling: it doesn't improve my opinion of management in the slightest, who pat themselves on the back (and in the pocket) and promised "lots of exciting updates now!" only to be silent in the latter half of the current SP slaughter (surprising literally nobody).