revisiting investment thesis, page-8

"Bloater, Bloater ... where are you. We are all missing your high quality investment critiques."

Give us a break Paoloh!

A lot of work and thought goes into my posts so I can't just give you a reply off the top of my head.

Just to tide you over though I must say I'm glad that when TPI was @$14 I took the view it was more likely to halve than double and acted accordingly.

Now it's struggling to stay over a buck I'm not really interested and will leave the scavangers to pick the bones over.