Unsure Andy, you really do get so confused. You see there is a...

Unsure Andy, you really do get so confused. You see there is a big difference between facts and interpretation. You may not agree with my interpretation but you have never contradicted any of my facts.

It was you, in fact, that was grossly inaccurate with your claims regarding SHV's debt levels - was it $90m you were out by? Even I don't think you were deliberately misleading, just confused ...

You claimed that my pointing out the March fall in almond price to $6.87 understated the price that SHV would get, when in fact they received a lower price. You and others also claimed that the March data was irrelevant as the almond price had subsequently recovered. Have you seen the most recent data indicating further falls in April?

You can put the most positive spin on every new data point but that doesn't make you right. All the evidence supports my original thesis, so we will have to wait for a management update to know who has made the correct interpretation.