Unfortunately I think this could be like contrarian investors back in the 1920's buying up big the buggy makers as the Model T's rolled off the assembly lines in greater and greater numbers thinking..... this wont last, these automobiles are just a fad!*
* I have to admit to a great personal bias against Beggas, I used to be a shareholder in Matrix and corresponded occasionally with Beggas (when he could be bothered to answer!) and I can't stand the guy. I found his arrogance almost unparalleled at the corporate level. No small claim.
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Unfortunately I think this could be like contrarian investors...
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