Ann: Media Release December 31 2016 Results, page-19

Please don't take out your anger out on me as SDI capitulates.

Anger?
About being able to buy a cash flow stream at a price that is 13% lower than it was the day before?

Same company, same assets, same products, same profits.
But the only difference is that some counter-party(ies) is making it all available at a cheaper price.

Why would someone be angry about that?

That's the stuff that I live for, not get angry about.


My advice. Stop relying 100% on the B/S intrinsic value theory.

Stop relying on the very thing that has served me, as well as others like me, for so long?
Why would I want to do that?


There are a multitude of more important factors that affect a SP.

Not sure how many times I've mentioned it, but I am agnostic to what a share price does; what I focus on is what the business itself is doing. The share price will take care of itself.