I won't speak for GY, but didn't interpret his last couple of posts as a change of heart. I think he has rational concerns about having cash on hand beyond the next year or so. He also has concerns, like many shareholders who likely never envisioned we'd see our shares reduced to the price they were 5 ago. I'm less bothered by this possibility, as I can't believe that management would be burning through cash like a bachelor in Vegas with no idea of what the future was with Teck and Schaft Creek.
At this point, in for a penny, in for a pound. The commodities outlook is dismal and I don't suspect we're going to see any positive signs for many, many months, if not a couple of years, but I'm stubborn and it's too late to panic. I'll hold my shares, because there's still value here.