Nexgen has a $5.39 Billion Market Cap. a sitting duck??, page-89

Yeah I watched the snippet, nothing really new in terms of the concerns, but they're valid concerns nonetheless imo.

I do agree that the management team look to have entrenched themselves into very lucrative positions for themselves, and have gone off track in a big way.

A lot of people will argue that the quality of the asset more than compensates for the management risk, and this is a valid argument. And if they've held since the early days it's been a spectacular investment. It's an intriguing situation, and there's a lot we don't know about what's going on behind the scenes. For me it's on my watch list but I'd need to see some changes in the corporate culture before deciding to invest.