I'm keen to continue discussing the company. How about we avoid...

I'm keen to continue discussing the company. How about we avoid mentioning II from now on as we clearly completely disagree there and cannot see each others viewpoint. I'm medically trained so tend to approach companies I hold or am interested in as one would asking a question of a study just presented. I try to pick holes in it, question the evidence and assumptions and see if any issues I can find can be defended. Rather than weakening the investment case, I think pointing out flaws and questioning assumptions strengthens the investment case if the attack can be successfully countered.

I do think FDV is at a bit of a crossroad. If they capitulate and the outcome of the review is to sell chunks of it then all the potential and hard work goes out the window. They could get taken over despite us minority shareholders not wanting it and getting screwed over. They could breakup and delist. The very bottom of the cycle is when consolidation happens in an industry. Unfortunately the share price is so low that FDV has no way to swallow up smaller players. My hypothesis holds that this could easily be a 4-5 bagger at least from here if a few things go right, but that is in no way guaranteed.