Hi tigere, you said "Resources play is over" but what made you say so?
You said "FMS came too late to the party," but what party you talk about? Party for quick money or party for the IO demand for BRIC industrializaion?
You said "Watch it unwind over the next 9 months." It is possible but what's your logic and senses about your judgment?
Have you felt the market sentiment changes much quicker than your thought?
The market seems much complicated than we see it at the first glace. FMS? I feel the same. No anybody could give the reason why somebody didn't let it swap away its last IO tenement?
Certainty or luck? Are you sure the tsunami is not a trick planned by something to get rid of the weak minds from FMS and then give it more?
Is it best way that don't risk too much but do take some affordable risk? Could FMS be lucky again just because you sell? Who knows?
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