Media Thread, page-16961

Stating facts isn't downramping, changing investment priorities is reacting to changing markets / company performances. That's what I do.

What you do is ignoring what's happening left and right, but go on with that, it will serve you well. There is always risk and hope involved when it comes to investing but when risk and relying on hope are heading towards 100% and no action is taken then you shouldn't be surprised when the reward becomes 0% or actually turns negative.

At CHM we were told how great the assets were but when the new CEO started to clean up the mess left behind and "dared" to inform sh about the reality that all the assets can't attract any funding then anyone with a brain would have sold out to preserve capital. RAD went through the same scenario and only the stepping up by the CEO secured the financial restructuring that saved RAD and most likely will take it to commercial success.

At IMU neither they have a new CEO nor the current one is willing or allowed to implement any changes plus the CEO is the one telling us how great IMU's assets are. And like at CHM, the funding becomes more and more questionable day by day. Anyone who can't see the parallels to CHM and previously RAD must be more than just blind.

I changed the investment priorities because the 3 comps have changed. And anyone who can't adapt will be left behind. I admit, I adapted very late, but at least not too late. Watch out ALCp, look at CHM what Hopper's strategies lead to.