The ideal investment opportunity he describes fits AUM perfectly. Has cash, has a management team, has a producing mine, is growing, is greatly undervalued. I would hope that AUM's institutional shareholders believe strongly enough in AUM's future that they would not entertain a buyout offer when the share price has been driven down to the present low levels. Another interesting point he makes is that there are companies selling at a cent or less per share with no bids which the funds would like to sell or even give away. What a world!