You'd be correct in your assumption toph. My strategy since the...

You'd be correct in your assumption toph. My strategy since the beginning of the year was 'safety first' and from late April I began to lighten my holdings. Rules are rules and I had to let CAP go, but I must stress that it is nothing to do with the company's fundamentals. If the global economy wasn't in such a dire state, I'd be all in on this thing.

It's all simply part of my investment and trading plan that I set out at the beginning of the year, and so far I am better off for it. Yes, I could very well end up being out of place with my sale if CAP strike a JV and shoots up to 60c, but I will be more than happy to pay up a premium to get back in down the track, because in the long term this one will be trading far higher.

Sentiment still a shoe in for a LT buy if you can close your eyes and ignore the markets for a while.