of course with harry hindsight, they should not have paid out...

of course with harry hindsight, they should not have paid out that special dividend earlier this year.
Those funds would have come in useful now.

But its easy to comment with the benefit of highsight, management doesn't have this discrection.

I have 1st position, but am waiting before acquiring more.

Basically my macro: investment markets becoming more uncertaintain, volatility increasing, and those bloody bonds keep rising.

This translates into higher investing hurdles for me (ie more value to compensate for more risk).

Taking things slowly and easy in this market, I plan to be around and not get blown up.