Don't put too much weight on these so-called analysts and newsletter writers.
They're no different than the snake oil salesmen of the day, IMO.
Not long ago the 'Berry's' were touting American Manganese, a holding I had that did rather poorly, and long ago they were Father Berry was touting Stealth Ventures that I was lucky enough to make money when the getting was good. It also didn't fair well for long term holders.
Anyway, I do agree that management is what makes a company, not the asset. In any case, you have to give Frank C the nod for actually pouring his own money into this, even though it will be backed by security, and he is personally one of our biggest shareholders. JMO