Shleps Lets discuss1) Embark position has been written down to 1.5mm, so they would get 130k of value a month. Portfolio value is $40mm with about $4m of available cash, all public. not material.
2) WeedME is absoloutely crushing it and is the largest private LP, they just made a further investment into of $2m. public released. look at the market data.
3) Entourage position is convertable debentures that are publicly traded. they could sell if they wanted. liuna just upped their their credit facilty by $20mm, so they expect to be paid back full amount in the fall.
4) they get paid on share price, which starts at .30, so they are negotiating reprice in summer. they get paid a fee on total NAV.
It seems to me they are building share holder value, so all in all your information is not accurate once again.