From your calls, I thought you did an excellent job of trading around a core to bring your average price down. This appeared to be especially so when the price was near it's nadir. Which means you have from.
You also have the option of swinging weighting between this and you other U picks. So maybe more of a change in size that a complete change of philosophy and still utilising the information premium.
(I got the idea that others were alternating emphasis beteween PEN and TOE on peaksas well).
Dundee's David Talbot Says Green Energy Trend Is Your Friend, page-15
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