The money was generated via successful execution of the company strategy. I have confidence in the Board that this money will be used in a strategic manner (based on their track record). I am a hold for now, though will add more on any tasty dips (i.e. any panics in Europe or USA).
Sharp movements in oil price are in line with the analysis I posted a little while back. It will be interesting to see what happens and where we go from here.