Dear Cuppa,I have done a visual for you to explain my thinking....

Dear Cuppa,

I have done a visual for you to explain my thinking. I may well be wrong and it is based on a gut interpretation of events. This is the explanation for why I sold HRL.

Everyone can do precisely what I want and it depends on your analysis of the situation and the company and the tension between:

(risk of losing or tying up capital) vs (risk of missing gains)

Please stop suggesting im bluffing or lying or whatever. Also, I'm not negative on HRL as a company and I think they will come good over the years.

One way I might be wrong is if EDC or a big institutional fund is keen to accumulate large amounts of HRL - in which case, fantastic profits await.

I do however have a hype hypothesis, supported by resource stock pickers such as yourself buying into HRL. Explained below...