Syrah with BHP Billiton Management, page-13

Should the fact that someone may, or may not, have held stock in another company in the industry invalidate their views today? I would argue that what anybody has held in the past is not relevant. Anyone has a right to reassess their position, which is what PatientMan appears to have done.

For example, Tobyjack herself was a long-time stout supporter, and, L understand, a holder, of AXE. I seriously doubt that she would still have that same view of the company as a likely major graphite producer.

Cheers,

Prime1