05-07-2019, 02:30 PM
You seem to forget that we're still long Philip..
You know people in the company and form your opinions based on what they tell you. We know the work of Alex and the Oil & Gas Traders Bulletin from SA and had no reason to think they were not sincere. We both acted on what we assumed was credible info. In fact, we did that again when new info became available that lessened our worries. That's all.
Management didn't reply to us earlier, so perhaps you have a hotline. It seems you got some reassurances with which you are able to ignore any bad info, good for you! That works until you hit on a company with really dodgy management telling fairy-tales, seen that happening too, so we're not sure management is always the first place to get one's assurances. That works until it doesn't.
But it could very well work this time.
You know people in the company and form your opinions based on what they tell you. We know the work of Alex and the Oil & Gas Traders Bulletin from SA and had no reason to think they were not sincere. We both acted on what we assumed was credible info. In fact, we did that again when new info became available that lessened our worries. That's all.
Management didn't reply to us earlier, so perhaps you have a hotline. It seems you got some reassurances with which you are able to ignore any bad info, good for you! That works until you hit on a company with really dodgy management telling fairy-tales, seen that happening too, so we're not sure management is always the first place to get one's assurances. That works until it doesn't.
But it could very well work this time.

