Pretty neat chart, though not all was manipulation. One of those lines is mine. As much as I believe in the long term future of this company, with the run up in the share price I decided to rotate a fair chunk of these back into ALK. My reasoning is that with Boda results to be dropped in next 3 weeks (and Im thinking they're aiming as best as possible into a conceivable core first up), then ALK should appreciate percentage wise better then ASM near term.
Although I could be wrong, I think it is a safer option for my positioning. Still aiming to repurchase these shares back with a few extra to boot.
ASM chart, page-41
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