AGM Questions, page-75

I'm in 2 minds about David selling his shares.

He is also a Director of IXC - a couple of months ago I compared the Director holding disclosures on both 4DS and IXC annual reports, and at that time he had more wealth tied up in IXC than in 4DS. At the time it made me wonder if I was backing the right horse (I got onto IXC after listening to a Chris Judd podcast, but much more exposed to 4DS).

Since I looked into it, 4DS shares have gone up and IXC has come down - but from memory the gap was pretty big, so I think his exposure to IXC is still bigger than 4DS.

So now he sells shares cause he needs the money - and he sell 4DS, not IXC. It's got my brain ticking over, and I can't nail it. Either, the timing is better to sell 4DS, or the prospects of IXC are so much better than 4DS in David's eyes - or option C, D, E, etc.

Also wondering why he didn't just borrow cheap money from the banks - if he believes in both businesses, surely there is a plan C...

I've been in this stock a while now and holding out for the finish line - and getting more nervous as we get closer - but still holding fast.

GLTAH