I have no major axe to grind with Kori. He has invested lots in ORD/VAN. He has been positive on it for years, as a significant shareholder should be. In the past he has posted some valid and interesting thoughts and materials
I have been diluted so far now, that my only interest now is (1) for comedic value and (2) keeping my folder of all formal announcements, shareholder changes, HC posts etc - where they raise red or amber flags
However, I will note Kori did give me a major spray after I researched the "alpha crowne binding HOA deal" and highlighted my concerns that it didn't look right, and i was not convinced it would happen - and explained I had downloaded numerous documents from the singapore company registry that supported my concerns together with no response from the company on those concerns (such as who were alpha crowne backers, no website, $100 paid up capital, 6 month old shell company etc)
We all know that spec end of market by nature is very high risk, but we don't need the abuse, or to be told to sell our shares and buy bhp - when other small shareholders raise corporate governance and performance concerns
anyway that's my 2 cents.
VAN Price at posting:
1.5¢ Sentiment: Hold Disclosure: Held