SK 2 Info, page-194

So, pretty accurate I would say, given that the SP has not shifted

Well the SP has shifted from a 2 month average of around 9c to a multi year high of 13c and multi year closing high of 11c after announcement but the bottom line is you thought this was over-priced at $75mill marketcap and all the way up to the current marketcap of $150mill+. Your main argument has always been that they need to show revenues to sustain the marketcap. Well since you started this line of thought and started selling out, the share price has doubled and we're no closer to knowing what revenues will be. So I would say you have been pretty inaccurate.

The market has been clearly underwhelmed by Tuesday's announcement, compared to the predictions of 20c+ (or your own prediction of 15c on opening)

I never said it would be 15c on opening. I've continually stated that is my next target price. I believe it will get there sooner than later but I didn't say or expect that on opening after the halt. I find it hard to predict what short-term traders will do but I admit I did expect it to settle a little higher than the 10-11c range it is trying to find now but I'm certainly not losing sleep over it being 10c or 12c. I do know that if I'd started selling out when you started showing your concerns that I'd have 20-30, maybe 40% less than I have now.

I know you believe in this long-term, but you don't currently hold. As a long-term investor who believes strongly in a company's future, I would never leave myself open to having no exposure. You just can't predict the market, it's a volatile beast.