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jefke's avatar

Jeremy briefly talks about it in a recent podcast, around the 55min mark. He says he's in contact with mgmt with regards to strategy & value maximization... but can't say more now.

https://www.youtube.com/watch?v=U1YkARIIpKo

I sold my position at the end of January, as mentioned in my Note: https://substack.com/@jefke/note/c-47989264

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Richard Eidestedt's avatar

Thanks for the write-up. Have you done a deep dive on the NAV as well in the analysis?

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