venezuela not going ahead, page-5

Yes,

I concede that I underestimated the sovereign risk in Venezuela.

Silver lining I guess is that at least it wasn't after all the investment was made in the Country.

Obviously an immediate reaction from the market although, judging from many on HC most were not happy/ comfortable with Venezuelan investments, so I guess we could assume EVG is now derisked :)

Still cheap, but now with 3 projects that we know about and not 4.

I wont be selling but a good wake up call re getting carried away...

(Buy sentiment is for those not already overweight LOL!)
Cheers
John