Glenn,
I have some shares from 22P, and some newly-acquired shares as well.
My breakeven price is now in the mid-teens.
...
This investing is typical of my "patient style",
where I allow myself to average down when there has been a substantial
news-driven change.
I also sometimes invest for the short term. But my big gains have most
often come from being patient and averaging down into a story I know well.
Basically,
I sold the rump of my CER shares (at a small profit to the 8P placement
price) to invest a similar amount in CMR.
The CMR chart is beginning to look interesting