First, so I contradict myself! Nothing new. However, the two "positions" are talking about two different aspects of the same stock.
As an investment, I see OSSG as overvalued right now, with little or no operating value down the road and all holdings very risky yet with little potential reward due to zero earnings and with short swing trading moves that don't or won't translate into NAV of anyone's holding company. The play here would be to not hold OSSG and buy on the NAV moves because of the translation lag -- the delay between EFTI going to $.25 for example and OSSG going up the $.04 increase in NAV. It would be a "nibbling" way to make a buck at best.
Now, if I were a believer, I would possibly play the possible USSE/Pangea development as a super quick trade -- if and when it happens. My point in the previous post was to be alert to the real chance that the USSE entrance into OSSG could prove highly delutive short term.