needs to be more forthcoming..., page-11

re: needs to be more forthcoming... for darbox... Jocam, we must have been separated at birth, because I agree. Someone asked me to describe Amity's price at present and I replied that 'there is just as much upside as downside at present and they really need to make their own call on it'.

Darbox, you say "I have an overweight holding of AYO that I think may need to be spread out a little".

That rings my bells mate. You must diligently manage your exposures. Ask yourself this question:

"Is my portfolio overexposed to Amity?" and then make a decision. If you cannot decide where to put the spare cash, keep it in the bank awhile, but do not let the lack of another share to invest in be a reason to overlook your exposure issue.

OMR