Chart, page-176

What's that 2.5 based on? If it's an earlier buy price then I get that... money back and out, been there on other tickers.
Oil looks solid to me here, vaccine roll-out should see a return to travel, (cruise ships, airlines) and freight increases.
Macro markets not so solid, have been overblown for months but with stimulus and economic recovery should see commodities and other travel sectors consolidate rather than correct.
Other big risks are well construction and production capacity but that's not really manageable, it's assumed risk.
I haven't been here long so have really only seen positive sentiment and sp appreciation so easy for me to hold until something changes.
Good luck with 2.5 mate, it will certainly put a smile on my dial.