Well the shorters have had a win again since the new debt system came into place much to the surprise of most of us. The whole sector is getting pummelled and I don't think it has anything to do with BLY specifically. Leighton, of course, has been pounded. Ausdrill is down around 25% in the last 7 days and Monadelphous has copped a hiding as well. Most of the others like NWH, EHL and IMD have all come down strongly too.
I would love to be in there buying more but it is my third largest holding already and I will just have to sit and watch. I am certainly not selling any.
GPASAS
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