My view is that the recent sell down has more to do with the uncertainty of the Toll shareholders and their "freebie" VBA shares. Obviously I can't say how many of those were sold off on Friday, but I would hazard a guess and say quite a few, going on volumes.
They still made $140M profit. I am not a holder and also agree with a previous poster that I would like to see some positive move and uptrend before getting into VBA. Watch the price of oil and check out the effect on the SP.
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