crazy after market manipulation, page-15

Glimmer,

Thanks mate - obviously regretting my reduction, but then it was only a reduction. Still perplexed, can't believe it can be simply the ASX200 inclusion.

What I bought is also up, so only time (or possibly the QR) will tell whether I am a winner or a loser. Happy with recent moves in my overall portfolio - can't win with every change of position.

A view I am taking is that the poo may NOT surge again, we might only get to 70 or 80, and that demand may be managed/rationed to match supply at a more or less agreed/negoitiated price level which fluctuates with the global cycle. If this occurs it will impact CVN less than most due to the low costs and the SRB curve, but regardless it is turning me off oilers somewhat.

EL