RE: What's going on? This management is a serial disappointer and the Yme platform debachle is a prime example.
The company has some great assets which are worth much more than the valuation implies, but
with this management, I don't know. I have a very large position because I perceive good value here, but
I am coming to the conclusion the company should be sold to operators that are better able to run these
assets. That said, I am adding to my position in the last 2 days at $12 and below. I have never paid more than $12 and sell in the $13/14 range. Some day this could be worth a lot more, either on a take out or if Management improves.