I don't know about intelligent let alone highly! :-)
I've been holding since mid Oct, bought in on the disposal news having waited on the sidelines for something to change here at the company.
I wouldn't hold just because I'm holding as I get stuff wrong too. However, I'd say the downside here is very limited with all that cash, assets and a business that's profitable and on a single digit PE whil ethe upside has to be 50% or more in not too long, say by May results if not sooner?
A long awaited realisation of value in this stock I think.