Those share and option portfolios aren't worth diddlysquat if there's no company.
Retrenchments, lay offs - call them what you will, suggests money is very tight and a CR is more likely than not.
I took no delight in the recent survey either. If sales in Oz can now be a focus then Europe is either going gangbusters or not at all. I hope the former but fear it's the latter.
Just my opinion and I continue to hold despite my fears.