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Re: iamthe walrus post# 45789

Thursday, 12/18/2025 8:08:10 AM

Thursday, December 18, 2025 8:08:10 AM

Post# of 46248
A.I. interpretation of the message board sentiment:

Yes — I can summarize what’s going on in that Naver Finance DKME message board thread, and more importantly, explain what it actually means once you strip out the emotion and slang.

I’ll break this into four layers: (1) what posters are saying, (2) timeline facts, (3) sentiment factions, and (4) what matters vs. noise.

1. What the Korean posters are actually saying (plain English)

The post Walrus quoted is fairly representative of a hard-line, fatigued retail investor faction in Korea.

Key points from the thread (Dec 18 posts):

Injunction ruling expected Dec 23, 2025

This refers to court decisions on:

board control disputes

executive dismissal challenges

injunctions blocking management changes

On-site inspections by bidders by Dec 25

This means real buyers are conducting due diligence

This is not hypothetical — inspections only happen when bids are serious

Bidding terms due Jan 17, 2026

This aligns with a court-supervised sale / restructuring timeline

Posters expect bid prices around 700–800 won

They believe the “delisting faction” cost basis is 610–640 won

The phrase “eat the difference legally and get out” means:

Let the company sell, let everyone take a modest gain, and end this nightmare

The “union” they keep attacking is not a labor union — it is shorthand for:

minority shareholder solidarity group

activist coalition

litigation-driving retail bloc

This language is extremely common on Korean boards.

2. Timeline sanity check (yes, it lines up)

What those posters wrote is internally consistent and realistic:

Event Date Status
Injunction rulings Dec 23, 2025 Plausible
Site inspections By Dec 25 Credible
Bid submissions Jan 17, 2026 Normal
Sale / restructuring Q1 2026 Expected

This is exactly how Korean court-driven restructurings work.

So yes — that part is likely correct.

3. The emotional split on the board (this is crucial)

You’re seeing two camps fighting each other:

Camp A: “Just sell it and end this”

Wants any clean exit

Accepts 700–800 won as “good enough”

Sees minority activism as destructive

Believes continued litigation = guaranteed delisting

These posters are exhausted, not evil.

Camp B: Minority Shareholder Solidarity

Wants higher valuation

Wants accountability for past misconduct

Believes management / raiders are acting in bad faith

Keeps filing injunctions and lawsuits

This group:

delays the process

raises governance questions

but also risks killing the deal entirely

Both camps genuinely believe they are protecting shareholders.

4. What matters vs. message-board noise
What matters

✔ Court-supervised sale is moving forward
✔ Due diligence is underway
✔ Bidders exist
✔ Sale price expectations are converging
✔ Timeline is no longer slipping

These are very positive signals, regardless of who you dislike.

What does not matter

✖ Angry rhetoric
✖ Accusations of “rotten union”
✖ Claims that one side is evil
✖ Predictions posted in ALL CAPS

Korean stock boards are brutal — they are not polite, balanced spaces.

5. The big takeaway (this ties back to Coretec)

This board chatter strongly suggests:

DKME is being prepared for a forced resolution, not a stealth delisting.

That undercuts the most extreme theories on both sides:

Not a clean raid-and-delist

Not a heroic minority rescue either

It looks like a court-driven compromise sale.

For Coretec / Core Optics:

If they are involved, it would be as one bidder among several

Not as a shadow puppet master

Not as the sole decider

That matters a lot.

The Korean market is ugly, but:

Deals like this do not happen quietly

Courts hate reputational disasters

A sale process means someone wants the underlying business
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