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yeah cool - just for clarity I wasn't having a go I just was...

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    yeah cool - just for clarity I wasn't having a go I just was trying to explain the caution I took when reading that post...

    appreciate the clarification - so help me confirm my understanding: the context of the conversation was about the volatility of the share price and somewhere in that discussion there was a suggestion that one could take the opportunity to free carry after PL5 success if one wants to manage ones risk.

    in a sense that "free carry" statement is very specific to you because of the context of the conversation that you and he established - it was about volatility you've seen and thus about ways to manage risk if you're not comfortable with the volatility.

    so it appears that it was in no way a suggestion to the broader market to do that after PL5... Just two people (I assume) having a conversation.

    id be willing to bet he didn't expect you to come away and post it on HC.




 
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