SOKF is interesting. I think IDG-Accel is keeping them in an illiquid status on the OTC to protect them from some of the things going on elsewhere in the space.
As for CCCL, my only comment would be that I would hesitate to put much faith in the fact that Paul Kelly is an investor. Maurice Greenberg was an investor in CCME. Didn't matter one bit.
These guys may have big names, but they are not experts in how to navigate the chinese markets.
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