moremoney i assume you could do a better job?, page-6

Liking a how a company runs and the ability to make money from them  are two different things. Tho of course helps to have a great team on board

I someone who recognises issues and happy to say what they are (or at least think they are from my desk) even if I hold the stock - sometimes my tactic is thinking issues can be overcome. That can sometimes be due to luck on the company part but analysis on mine - like wti going to 70$ which is outside Co control but helps overcomes the tactical errors they make.

Mostly you find on HC that if people r long all they say is great things and if short the opposite ie no value add unless of course they have a good arguement for positioining ( but 90% is just talking up own book/position wout substance)

my sentiment and position noted are always accurate. On occassion like sea i have a core holding and i also trade alittle bit on the side to get the cost down - on this stock I predominantly buy and hold but one of my theories was given the way they did the raise that there would be a lot of 20-30%s ie participate in the raise, get the kicker and then sell out so i took advantage of that.

But to answer you directly no i  havent sold this time round because its now twice gone to 8 and retreated and third time with some info on prodn (+many other things) the chance of a break of 8 is much higher,

The other point u make is true I think management are woeful but they are turning for the better As I say to my team be a proactive investor not a reactive investor,

The key on this one is not whether they can dig the holes its who pays for the last 40 holes - you and me or the bank or prodn - if its the latter it will be happy days - thats the risk and what needs to be managed.