well well well......, page-13

The thinning margin on MAK increasingly worried me that's why I sold out completely a few months ago before the SPP (despite the BON acquisition with its potentially lower OPEX) and added most of the proceeds to my existing RWD holdings which is a play on potash rather than phosphate. That hasn't exactly been a bed of roses either but it's now coming right big-time. I'm very glad I reviewed the situation objectively and took action, ie sold. You've got to consider that over the last couple of months dozens of spec shares have double, tripled or better, so there's been a very high opportunity cost to hang in on a story that has been going nowhere for the last while. As they say 'don't fall in love with a stock'.