Disco Stu
You are right. My only beef with the decision relates to higher risk, which they mention in their letter to shareholders.
At present I really have nothing to say that would be useful or new.
My comment here about AMX etc is meant more in jest, but I recognise that the funds managers will work overtime to extract value from their investments.
PVM is in a sounder position than any of the other mentioned companies, and no doubt will now also become a takeover target.
loki
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