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13:13
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Originally posted by nzsyrahman:
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I hear you. And G1A is already at 20% of my portfolio. But at these SPs, this is just too tempting - so, am in the process of considering selling off part of some other stocks - the question is: where do I see most risk-adjusted upside/downside in the MT across the stocks I hold...? Regarding G1A, I have read everything I can get my hands - and can find nothing that raises red flags for me. Please, anyone, correct me if I am wrong or if there is something that materially worries you about G1A - I am all ears. I am unconcerned about the financing decision - the case is too compelling not to get financed, and I understand we have several competing parties crunching the numbers for us. When the CEO is buying on the market at higher than today's prices.... not many dots need to be joined.
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This is the same page I'm on. I've been one to perceive value where there is none and invest my money in the wrong areas before, so I'm always skeptical when I think I'm onto something. However, with G1A what risk is there that makes sub 30c a justifiable price for the asset other than a global crisis or something?
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