why i hold despite the recent market upate , page-6

i agree again with your thinking WHY ..the fundamentals of the business(es) are established in the numbers...and consistently over time.
the groans from some that second half earnings are in decline should be ignored .hvac is a challenged sector today but tomorrow ...
the share register is open too with largest shareholder and director owning just 25% and with regular daily trading volumes in BSA shares exceeding 500,000 per day plenty of scope for some corporate action ..which wont suit me today cause I'm buying