Jamok,

I have been adding very modestly to my NOK position under 6, now I plan to wait until after the earnings to add more.  As you know I have a large position, so I am now just adding modestly.  I view the short term as negative, but remain firmly convinced that the "very" long term will be very profitable, i.e. by late 2019.  The reason I stand firmly commited for the long term is because only the short term story looks troublesome, but the long term thesis remains quite intact, IMO.  

I will post when I buy more.