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23/11/10
11:09
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I agree with most comments here, and its time for a change.
1. Change in approach
2. Change in direction
3. Change in methods
I will assume all blame for my own re-entry into GGP a few months ago. In saying that I am still comfortable with the Permian approach.
I would however like some more information to validate what I have researched to date.
This morning I noticed the flow of money start to return to GGP and I strongly suspect it was from the VIL selldown.
I do think GGP will be back on its feet but probably not until January 2011. I am hoping that we get some solid updates in the next few weeks.
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