Onceover,
The guy reduces his holding in good times and in bad, but it's not like he just dumped half his holding due to some insider info (certainly not based on past form of innocent reduction). He's just reduced by 10%.
Which leaves him with 9 million shares, worth near on $4.5mm. He may share your well noted trepidation of Thai politics (but probably doesn't shamelessly misrepresent southern border province problems as countrywide risk).
I know where I see "shameless". Unless Ken is worth well north of $50mm, I probably don't blame him for striving for a bit more balanced asset allocation. If he's worth more than that, then I'd say his services on our board for comparative peanuts is very noble.
You are supposed to know CVN Oncer, you needn't feign surprise at this repeat reduction. As you aren't holding I am not sure why you are so vocal in reviving this Ken nonissue, which was chewed to death here years ago. What price are you after?
EL
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