1. There is no doubt that this stock is getting more exposure out there I am led to believe it came up as a question on your money your call recently. So one has to assume that there has been a shift in momentum. That was not possible to be seen in June and yet by December I became aware of a a handful of parties looking for stock. They have been the same players and have been around since around September I think. So I am not a seller as I think the entrance could be by invitation only - once again I am gobsmacked at the change since June.
2. Following on from 1 is that these parties must be accumulators as other than yesterday no-one has forcefully pushed the price.
3. The most important thing in my opinion is your time component - I think there is one. That is the release of the half year. I have no idea what others expect but I think it will be a good one. Well in reality its not coming off a low base but rather no base. However most investors don't spend enough time revisiting the past to create a reasonable expectation for this half year. It is highly complex but can be done and as a comparative it will - I hope look as good as my forecasts suggest. I dont think it will shoot it above 50c and as that is where I place my current fair value I see no reason to sell into this market.
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