Replies to post #2422 on Global Value Investing

[rjeezy007]

How have your discussions with management been? Are they still super secretive or have they been more open than expected?

[rjeezy007]

I think the biggest risk here is a possible privatization at well under fair value of net assets. Insiders own about 74% of the o/s shares. So this isn't a far-fetched consideration. Although, they could've taken the Company under in 2008 and 2009 for considerably less.