True, some people aren't fans of ML. I don't follow him, know him or had even heard of him before my AVZ investment but he's absolutely essential for AVZ shareholders to maximise the value of their investment: he's right on the money and in fact its a Godsend that someone so involved and knowledgeable bothers to keep shareholders, followers and the world at large abreast of what's actually going on with companies and the sector.
You cant have enough information or opinion, NEVER. Think about it for a moment; when has there ever been a piece of information that wasn't valuable to someone, no matter how small, and how dangerous is it not to have the chance to judge the value of it for yourself.
AIMHO