Yeah thanks for that LTL - I don't mind sharing my thoughts (they may or may not be "insights") on what I think is relevant to PAM and what some of the "news" that is put to the market may mean.
Like all social media there is no shortage of posters ready to mouth off at others (I wonder how these folk get along in the real world when you actually have to sit in front of others and think about what you say and you write and respond to clients).
PAM is probably my largest speculative position (when I included the C-Notes) within the diversified speculative portfolio within the overall portfolio. These are risk assets and many people lose sight of that ... even good (non-speculative) companies are having a tough time presently.
You need to be level headed to keep your own head ... there is no shortage of people willing to sever you from it.
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