Where to ...supply base?, page-40

OK cool it's impossible, I will just carry on doing it though as it's not like I need your permission,
I did warn you about the liquidity situation and you told me that it wasn't an issue, that's why this thread started as someone else noticed.
We are trawling through the same stocks but I am picking the ones I am sure about. I haven't made a bad investment since 2009 and unless I make a mistake I don't believe I ever will again. This is not a theory this just happened, my neutral position on this stock was vindicated by the forced sale of the supply base.
Lot's of excellent points of view on this thread, people who really understand this business well. Well you can keep on making mistakes, that's up to you. I prefer to learn and continuously improve and I guess that's the main difference between us.