gus in battle against internal demons!, page-7

The point is not to get hung-up on trivialities. It's the big picture that counts.

Just ask yourself if the fundamentals have changed? If they have changed, have they changed for the better? Or have they changed for the worse?

Macro-events might have, but have the micro?

PEN is much farther down the track than they were 12 months ago. If piping costs (or similar), and the perceived silence surrounding it, are any reason to question the long-term fundamentals, we are not being serious.

We are being naive and stupid.

So global markets are all over the place. So what? Is PEN all over the place? AND HAVE THE FUNDAMENTALS CHANGED? That is the only pertinent question which requires an answer. From where I sit, the answer is no.