Yeah, it's a real punt on the NP rising, that's for sure. As management spends the coin they'll need the tailwinds of a rising NP and also positive drilling results and various other good news flow to share to keep the punters motivated during our time in no man's land (i.e. between now and becoming operational).
I hear you re-being a skeptic. It might surprise you to hear that I haven't fully loaded up on the Kool-Aid yet. I still have a reasonable amount of dry powder to permit a re-weighting at a lower entry price if my timing (and management's) is out during this round (that's a nod to your comment @truetome). Truth be told, I'm half expecting it, but If I'm wrong and it (meaningful SP weakness) doesn't come, then I'm set enough to be content. I'm not aiming to pick the absolute bottom of the market with this patient money. I think that was last year. I'm more interested in hitching a ride with the longer-term trend, once we had seen some early-ish confirmation, which I think has now happened. It took BMM and this RI to give me the nudge, as I was aleady teetering. I do still harbour some lingering doubts about being too early, though (the voices never real go away - twitch, twitch). That's why I haven't turned rabid ramper yet. Ok, ok, you know that's a lie. It's just not in me. It was worth a try for a lark, anyway.
We could always ask MC to step up as understudy to TB (in absentia). His tag line is certainly worthy of an audition, at the very least!
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