A little more from Roger
"We believe that the outlook is not as bright as we had modelled in our valuation. Our valuation has changed as a result and the post above notes we think it looks expensive. Keep in mind we could be wrong too. You mentioned our historical strong support for the stock; You have to always keep in mind that we can change our mind at any time and our mind will have definitely changed if we have decided to sell."
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Montgomery out of Sirtex, page-2
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