It's more of a portfolio clean up and no I didn't touch base with management etc all management of any company have a story to spin - my main holding is . . . well you can follow what I post but the guy running that company is the most glass is full/full guy I have ever met. It didn't change how many I bought as the company has cash in the bank till end of 2013 and a trickle of cash from customers and that may become a waterfall next year. The board are people I trust and the science is proven and patented and not in dipute. They have a major shareholder with 15%+ etc so when I decide what to keep and what to keep investing in - I keep that one and keep buying it and I slowly exit others and take my medicine.
I wish all the best to all here - I have donated a few hundred k to those true believers in ESI but I must move on - if it wins then congrats and buy me a beer one day cause it turns out that some of my money kept it alive through the la jolla selling (I bought).
Good luck punters - my future is tied to something else for 2012.
just 2.6m left folks - don't make me hit .001 please!
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