Datt Capital is still heavily invested in SER. They now have Tony Gu as a board member to shake things up. Gu is young, energetic and razor sharp. Both Datt & Gu were personally at SERs last drilling at Achilles - this is an indication of how serious they are.
As an aside, Datt's other undervalued play IMHO is YRL, where he keeps a 3 percent stake. He halved his stake to get into KNB, which has gone logarithmic.
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