Held / not held is irrelevant concerning posts. I find it...

Held / not held is irrelevant concerning posts. I find it strange HC posters use this as a metric for the validity of posts. I don't get the philosophy at all, and it's nowhere near objective reality. It's reasonable to expect investment enthusiasts will have an opinion on various companies regardless of having a position or not. Do car enthusiasts need to own all cars they talk about?

You have a year before expected returns, probably more. You better hope RED can execute properly - they don't have a good track record. I think RED are a lackluster company and I'm allowed to post about that. I may take a position at some stage but with shambolic management one has to be super careful and make sure the downside risk is limited more than what's required for better companies.