Graham>However when you say: "Graham has already told us that...

Graham

>However when you say: "Graham has already told us that Orbis also hold PXU." you're forgetting that clear communication of a point of view (regardless of whether you agree or not) is best achieved if the article is self contained.


I stand corrected. I made the point concisely for brevity. In one of your earlier replies to a post of mine you pointed out that Orbis itself had started buying PXU. The point I was attempting to make was that Orbis own both and, while some of their people have separately bought PXU (and possibly PPX), this in not controversial.

As Firsova has separately pointed out PPX and PXU may both rally.

I cannot see any benefit coming out of an attempt to suggest a conflict between Orbis and PPX management. The important thing is making sure management realise shareholders expect them to perform. Orbis' statements to date assist that.