Alright. It seems like the board restructure is completed by...

Alright. It seems like the board restructure is completed by March, as I just read in one of the announcements.

But honestly, do you really think that the NAV affiliation hurts KRE? Personally, it doesn't bother me, as Tim Dobson has been doing a good job. Whatever promised so far he has delivered! And clearly he is pulling the strings here not the NAV board of directors. Maybe they could learn a thing or two from him ;-).

I think the current KRE share price just reflects the whole REE industry. Look at the other players in that field; ALK, ARU and LYC (!!!). LYC is the only one close to production, and yet the share price is way down from where it used to be. I know they have the whole LAMP in Malaysia thing going on, but then it's just a matter of time until that is sorted out.

And then there is the fact that RE prices are down from their record highs a couple months ago. But people/investors seem to be forgetting that regardless of the share price being "so low" it's still higher than about a year or two ago!

I think the current KRE share price, as irritating as it is, just reflects what's currently going on in the REE industry.