Guys, don't simply shout down any contrarian view. There are certainly professional or very personally motivated posters on hc who continuously spread FUD. But there are also some who's inconvenient interpretation of the way they see facts can act as a great warning signal alerting you of potential danger. Ignore them at your own peril.
One thing that I have learnt is that soon after irrational exuberance and blindfolded ignoring of any view not supporting the story in your head, come painful losses.
The challenge is to distinguish between type A and B posters, and then feed that information into your own personal investment decision and risk matrix.
Big potential wins obviously go with large risks. I'd argue that in NVA's case they are heavily stacked in our favour, but they are still there, and it's good to be reminded of them occasionally, esp. when the rara band and xx cents party guys are in full swing.
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