RE: Cenkos note - valuation 166p16 Aug 2022 19:50
hubstein, I am also thinking of selling now as I am around 20% up excluding divi. And buying again after the ex divi drop. You are right to say that it is a matter of strategy. In conclusion, I think I will sell half in the hope of buying in a lot lower. I don't need to sell for about three years or so. I think that gas price is big news and will propel the SP upwards. So yes, I will sell half my holding if it continues north tomorrow.