Replying to Avatar j'ai les clés

Odell is calling out Swan based on… what evidence, exactly? He doesn’t even hint at some smoking gun other than “feels.”

Cory’s response is appropriate. I suspect there will be a strategic release of information when the time is right, as determined by Swan leadership.

I’m not an investor in Swan or Ten31, but if I was invested in the latter, I’d be a bit concerned that Odell is spending some of his reputation by trying to take Cory down a peg. Hell, I’m concerned about it simply as a longtime Odell fan.
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nobody 2y ago

No one is trying to "take down" anyone. If you are in the business of putting out press releases claiming x capital deployed into projects then it's only natural that the market will seek to verify that.

I would understand if 50% of that capital couldn't be disclosed due to founders yet to come to market and therefor commercial in confidence is critical.

But 100% of 2023 investments have no known publicly announced associations?

Anyway let's hope Swan have some nice public announcements to come to improve transparency.

For the record I like Swan and the people there and I also have a lot of respect for Odell.

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