ONP - a lot of people seem to be positive on ONP, but I'm not so confident. I want to see the audit results, and I want to see how each of the MW claims are addressed. There were a lot of compelling claims. It would be very weird if ONP were fully clean, though possible. For those that disagree and have a position in the stock, I recommend you freshen up on the arguments, noting each of them point by point, so that you can be ready to go in terms of assessing the audit results. MW just recently reopened its site with links to all the prior reports.
All this talk about ONP being "positive" in PR's on the results is nonsense IMO--the company doesn't know what the results are yet, and there is no way that L&L or especially Deloitte would breach the integrity of the process and reveal them prematurely. The board gets briefed first, and they were supposed to be briefed on Nov. 15, or thereabouts. We haven't heard anything, and to be honest, I don't think we will for awhile. Even if the company is clean in principle, you can't go through an audit like that and not have small restatements and so forth that need to be handled.
