Reality is....., page-65

I would be interested to hear from anybody very long in the stock where their trust in SGH management comes from? Is there anyone very long who has discussed business with management and formed their own views that different from mine?

I know few people here hate me mentioning mug punters, but you are a mug punter if you ever get significantly overweight in a stock without without a highly informed view of management. Management is always what matters, unless mainly hard assets. If you ever find yourself talking to Investor Relations to try understand what is going on, take note: you are personification of mug punter.