couple of points about RF and Rob
1. REO "Chairman is pretty much an honorary title held by someone who has been with the co a long time as in founder(Gates comes to mind) and is NOT involved in day to day activities." This is not an accurate description of Fung's role at KRY. RF has been 100% in control of all finance activities and very actively in most everthing else, (perhaps a bit less on the operations side when TB was CEO).
2. RM would tell you that the CEO of KRY is regularly in VE. What's changed is whom is the CEO of the month. It's reading tea leaves to put much stock into any trip to VE.
3. It is encouraging that Fung is traveling as that takes non-business personal issues off the table as to why he suspended one of his other jobs. (He has at least 3 jobs)
4. Rob has the best relationship with RM of anyone here.