Overall, although I feel 202 a bit of a cheap sellout by mgmt, it probably reflects THEIR (mgmt) value to the assets, and I also feel thoroughly rescued, even being able to exit with a modest profit and a lot of VERY HARD learning.
Tempted to take the cash from the market now, and probably will for a portion, geeting my HDR down to a more acceptable portfolio %.
However the potential for Flamant coming good seems to make holding even closer to being a one-way bet, than the prospect of a rival bit. Very hesitant about selling much pre-Flamant. On success offer would have to be raised, on failure sp drop could hardly be more than a couple of cents?
Entropylord
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