Reggie, I'm down... and out.Sold the entire holding today....

Reggie, I'm down... and out.

Sold the entire holding today. Global conditions mean downside more likely than upside at the moment.

Agree it will fly, eventually. But there will be plenty of warning. In my situation, it's not worth the risk to hold.

Feel a bit sorry about this one - right geo, right resource, right location. Sure, there were some issues with mandated partners - but it's Africa and management should manage that risk. Just the wrong time unfortunately.

But Conti is on my watchlist. May be back when the craziness subsides.