RE: RE EISH, RAGNARLOTHBROK, LENNIE14 Dec 2018 17:02
ODONNELL, enjoyed your point of view and your group are obviously Old Hands at this! Just as Doug Casey says: Be contrarian if you have done your research, then run with the Bulls and sell!!!! You obviously have a lot of fun. Good on you!
On PAF, I worry about the political situation. The national debt is staggering, the ineptitude of the governing party now caught out with corruption, state capture and all that worked before, broken or bankrupt - and I mean SOE's. So let's see if CR can fix anything? The new voters who are "younger and connected" (to the media) may not forgive the anc for their poor future fortune's to get jobs as this economy is stagnant etc...
Sorry to labour this but, the point is that before whole sale nationalisation becomes a real option, the anc powers may have diminished - to leave PAF alone. Let's hope it's not the lefties in power next, LOL! Because that will be real broke and we must be long out having made a penny on a profitable share. On the condition of course that the POG goes UP! Obviously, the Rand will weaken with lack of confidence.