A pretty good assessment RKG. Wanted to enter this one in late...

A pretty good assessment RKG.

Wanted to enter this one in late seventies earlier this year but put off by negative sentiment gleaned on HC and a couple of other forums. All were wrong it seems as HDF flew - a killing for those who punted at the time - most infra stocks very undersold then. Went for MIG and AIX instead - did OK but HDF was a star performer.

Have taken what you have said on board and watching. The instos do indeed play everyone else like violins. No great talent here if one has the financial backing. Sussing out their strategies and getting near their tables when some loot falls off is the way to go. 88c today. Time to go in do you think? DY is good if it holds.

They need the price to rise to justify their positions do they not? Interest rates will not remain low forever so to lock in now at 10-14% yields with cashcow stocks has to be an option.

No option to commit sentiment as a medium term buy on this forum but that's where I'd be.