Show me where I ever had a sell sentiment on SBM or BDR. Just because you invest based on certain criteria designed to protect capital doesn't make you wrong. Those criteria are likely to filter out some winners from time to time. ie I don't invest big money in Mali and am learning fast about Brazil.
When it was the opportune time to invest in SBM I saw it has high debt and too deep and I remember well the history of the Gwalia mine and the money that was poured into very deep extensional drilling before it closed down under the weight of bad hedging practices.
That was enough for me to not go near it but I never recommended to anyone that they should sell.
Better watch what you bring to these threads pal, as phones are never far at hand. Esh
Ann: September 2016 Quarterly Report-BDR.AX, page-196
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