I think Shane has at some point mentioned the Calvin Ayre piece and brushed it aside, as "some article from two years ago" which is now outdated because they aren't in Jennifer's Vancouver condo and now have offices, or something like that. What I haven't seen him mention in any regard (maybe I missed something?) are his thoughts about Lock's position in a newly regulated US marketplace which, without some sort of strategy, they will be shut out of either via enforcement or via natural migration of traffic to licensed competitors.
To be fair, this isn't just a Lock concern... the same goes for Merge and Bovada. But in the case of Bovada/Bodog, they have made it explicitly clear that they believe the true remaining growth markets are in the far east, as opposed to the US, and moved their headquarters there. So they at least are upfront with their business plan going forward in this regard.
http://calvinayre.com/2012/12/28/bus...world-in-2013/
Meanwhile, Lock signs The Grinder.
?