sentiment, page-29

Very good post by liquidbarrel.

I have been a very strong supporter of HGO over the long term. But I took a decision to reduce my all my portfolio and that included selling all of my HGO.

Personally I would have preferred to see a JV for the Kanmantoo project. Substantially reduced the risk to HGO, reduced future cash requirements and gave HGO some extra cash upfront from the sale of 50% of Kanmantoo.

If the price keeps falling the value equation keeps increasing and I just may have to get back in and join the rest of you at the pub.