now is a fascinating episode. the true worth of this company is...

now is a fascinating episode. the true worth of this company is hard to quantify, but the obvious fact is that it is easily many multiples of what it is now. and it is still so easy to pick up as much as you like for a bargain. this is a rare opportunity, most reratings happen too quickly for many people to capitalise effectively, however in this case the opportunity still exists to buy at an extraordinary discount.

i am no longer interested in the PR void, and in fact am quite happy all of a sudden about it. i have decided only to keep finding funds and keep sinking them in. where before there was certainty of greater worth, now that greater worth has become implausibly huge.


DBK i hope you get back in soon. this is now looking to be all our dreams of Koongie multiplied by all of everybody elses dreams of Mandilla. how big is that?