I was think along similar lines, selling on the scare. But Pope selling does concern me, more so than Fidelity, since Pope must know the business very well.
However both could buy back when the company shows production ramping.
Wellington still own a large holding and FWIW D E Shaw at number 4 in the list featured in ‘Stock Market Wizards’ book, secretive and very successful multi billion $ fund over a number of years – though this just one of many positions for them.
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