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When BTU went bankrupt, I neglected Sean’s gentle suggestion to get out, and ended up losing everything. When DO went bankrupt, I didn’t hesitate to take my pennies off the table and walk away.

Yes, something might change, but we are talking about the difference between losing 1/3 of a 3-tranche investment and all of it. To quote Sean, “No one knows what will happen in the future but we know when risks are high”