I feel compelled to thank you for your regular upbeat missives during the decline from 39c to 20c. I have managed to avoid being a dweeb and now hold more than at any stage of my CVI/CVIO exposure (just over 1.2 mil combined). Your confidence and analysis, backed up by my own amateur research, helped me to stay my course.
My portfolio is disproportionately exposed to CVI and I understand the risk I have entered into of my own accord. I suspect that come the end of Jan my imbalance will be considerably more severe which is a syndrome I await eagerly. I did not get in cheaply like some but can see considerable upside.
I can see the machinations of MS and his team and his open style is a template that should be followed by more MDs CEOs.
Thanks
Woodsman
CVI Price at posting:
0.0¢ Sentiment: Buy Disclosure: Held
