Again, I'm not sure how many times I need to repeat it,...

Again, I'm not sure how many times I need to repeat it, share price performance has zero impact on my thesis, but we better be getting a buy back announcement from the company. It's unfortunate that it didn't hold $17, but the fundamentals have only improved with the most recent announcement so I couldn't care less if it falls to $12 tomorrow (and I have some dry powder available in case it does). I think we've quite clearly seen how quick this can move (both up and down), and when the time is right it won't take much to push it back to the highs. Just a waiting game, the fundamentals still support it but the market gods seem to be blessing us with discounts for longer