$1 Club, page-27228

I know I probably shouldn't but I have to ask... aside from the share price, what has changed from when you were posting as Samyvalue and were extremely bullish on the IDSB deal, to now? There's absolutely no fault with people changing their mind (it's an important attribute of being an investor of course) but I'm genuinely curious why you've done such an about-turn on this whole acquisition? First management were "top notch" for doing this deal, now it's a "terrible move". I'm truly curious Kevin. Reading your posts back on the original IDSB announcement thread, your thinking was quite different back then. I remember you being one of the most positive; I took particular note of what you, as a Malaysian, had to observe about the deal because I was having to try very hard to not feel negative about the huge cash outlay - so it's a thread that's really stuck in my mind. Here's just a few examples, of many:

https://hotcopper.com.au/posts/56051244/single
https://hotcopper.com.au/posts/55942201/single
https://hotcopper.com.au/posts/55946033/single

So: not a sledge, a genuine question - what changed between then and now?