Running discussion on SP, page-47031

Probably not a bad play I'm thinking, as I suspect that the major de-risking elements are still likely several months away from being put to bed. Whether the SP recovers to the low 20s prior to this is the question, currently I'm on the fence on this one.

After being here for a long time I will hold to the path for now, which may be partly to to an unenviable emotional connection, but also to a belief that things will bear out in time. Like you though, I have seriously been considering selling out, at least partially, to take advantage of other plays given repeating evidence of opportunity cost here in staying here these last months. I was very near to pulling the trigger on a partial sale to fund PSC investment a few weeks ago, but hesitated at the finish line - unfortunately in the end given the circumstances there.

Anyway best of luck to you Ericson, always valued your posts, and I hope we can pull the rabbit out of the hat which will see you re-enter sooner than we both may currently envision. I will also keep an eye on the situation to re-asses my investment if and when necessary. Bonne Chance.