On the road for my first business trip since Covid. Getting lots of strange looks walking around Tel Aviv in my big boy kilt — and really not the weather for woolen garments.
Having said that, I really hope DI didn’t suggest that legitimate updates would make the company vulnerable to accusations of market manipulation. That does sound like B.S.. But frankly, I wouldn’t be surprised that’s what he said. If you ask me, LP simply wants to remain mute on everything — just because — so she puts DI in a tight spot about what to say to shareholders. And he just gets a bit creative.
As I’ve said before, there is so little information coming from the company, holding this investment is more similar to religious faith than about due diligence. So Israel seems the perfect place. And given how strangely Monty Python this company, the kilt is totally appropriate as well.