Please re-read what I wrote........I was responding to your...

Please re-read what I wrote........I was responding to your point that there is less risk than 6 months ago, and my view is that there is nothing to support this, we are just 6 months further down the track . The true story is still to be revealed so it is equally valid to say we are just closer to finding out that things are "not as rosy as we might hope".....and if you notice i 'bolded' the 'may' . Even Eshmun is reserving judgement until the next quarterly, some have just reduced their exposure earlier.