Al - It seems to me that Net-Man has done the DD and you haven't. His DD, which he shares with us, leads him to believe the present non-disclosure, for reasons he explains, is acceptable--particularly at the present, ridiculously low prices. As a good business man he picks up discarded shares at discard prices.
His advice to you and me who don't do the DD he does, is to do it and come up with our own conclusions. But I don't see you as having the inclination to do it. I don't have that gift or energy either. So, the question remains, why not totally exit and get involved with a CEO who pleases your fancy.
My question is logical. A good question to ask is, "Why don't I just bite the bullet, take what I can get, and get out of here". Believe me there have been times when I have felt like that. I certainly do not think I would be doing anyone here a favor to stay and complain. That would be like asking people to listen to my unhappiness, and I think they deserve better than that. This is particularly true when they work their butts off and have the goodness to share their findings with us. - Dave