TA, page-7

He's not particularly interested in the stock. He is a far-right-wing nutter who allows his political prejudices to determine his outlook on stocks. Ergo, he thinks AGL and Andy Vesey are crackpots for investing in renewables (hence all the Green references), AND for not pursuing either of his own personal choices of investing a vast amount of money to keep Liddell open, or at least selling it to a major competitor to reduce AGL's own market share going forward. Like I said, he doesn't produce rational thought, because he is pushing a political belief, not a financial one.

I wonder if he took his own advice and invested in the "market's best short" at $22.92. I hope he didn't short too many

For what it's worth, I think this is a cracking buy, especially down at the levels Kacy was calling it the world's best short. They have a strong long-term vision and they don't waste time trying to push political agendas like Kacy does. They simply evaluate the likely commercial climate (and its rules) into the future and adjust their investment accordingly. I strongly recommend listening to the 70 min podcast of their last meeting. Amazing stuff.