If Fung needs an example of how a company can enhance shareholder value...he has to look no further than GRZ.

I won't pretend to know the details of the financial history of the two companies....but I'll assume (until corrected) that at one time KRY was at least as well capitalized as GRZ. Several on this board (EZ....care to comment?) have stated that KRY has a superior asset in Las Cristinas than GRZ has in Las Brisas.

At this point it would appear that GRZ was better managed than KRY. Sure wish I had put my money on the "inferior asset".

Perhaps someone on the board could give a better comparison of the two companies.