I am not short on chn, only short at the moment on WPL, WHC & IEL.
it not just me who is wrong on long calls over last 5 months. Market has been choppy.
when it comes to PE, CHN stands nowhere till it actually starts producing Fred cash.
We all rode down for the same reason. No FCF, please understand that don’t get me wrong...I am not telling anyone to sell or hold or buy. It’s my opinion only.
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Shanthar Pathmanathan, MD
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