RE:RE:RE:Another Tax Loss Seller but…Thank you.
I understand and appreciate your investment thesis here.
I am not a speculator but in these times of political instability , the faster the route to cash flows , the quicker my investment is derisked ....and being alive to enjoy that return .
If management do not have the same sense of monetization urgency because they get well paid why we wait, then their investment strategy is open ended and not aligned with mine.
I don't think that my investment strategy attuned to derisking commodity assets via early cash flows is anomalous.
Who would want to wait for tardy management to get their act together when they have no consequences or risks ?