short term trading - dec #1, page-74

way to hard this to predict this stock except that we are guaranteed volatility .

i expect the key drivers for overall sp will be further offtakes of the balance of phase 2 the sojit deal finalised
and the big one chinese quotas come jan . then its off to phase 3

The 1st 2 of these on the management performance so far you can lock in , on current history the quotas should be a small decrease ( i will take the same as this years quota )
so amongst all the volatility and background noise i think its best to hold and ride the volatility of the big end of town pushing it around . so long as the story doesnt change
which it basically hasnt for the last 4 years we just hang on
and reap the rewards as we have so far .