I've already answered your question a week ago in this post https://hotcopper.com.au/posts/70170533/single... when the facts change I change my mind and started selling down, too bad, so sad. Picking management BS is sometimes simple science, sometimes subjective judgement, sometimes impossible. Where would be the fun if management was scrupulously and brutally honest to the market about their prospects?... Investing would be easy and Hc would be boring. The only thing worse than being attacked by out one-eyed bulls on Hc is having no one-eyed bulls to fight with
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