Ann: FY2019 Guidance and FY2020 Outlook, page-24

Asculpeous has been slowly accumulating this baby.He likes the way that they have not only grown organically,but also diversified.There are just dribbles coming onto the market, so anyone trying to accumulate a large line will spike the price- but when they have their fill,the price will drift back.

Unnoticed, unloved, but growing.These are the stocks Asculpeous likes.He can't say he understands all aspects of the business- suspect that are technological and reputational barriers.

When there is a successful global business,it will come to the notice of larger players and get taken out at many multiples of today's price.Think of all the hot money / valuables that the gobal elite want to shift around the globe.We're in that business aren't we? Asc. thinks that the market will wake up to AVA's potential soon, but you'll only hear about it in newsletters several bags away from here.Takeover price: minimum 10 bags from here= Asc,'s primary investment criterion!