looking far less compelling, page-12

Mr Wallace. As mentioned on another CSV thread, when i saw CSV had a contract with Fuji Xerox abruply terminated i sold 35% of my holding at about 1.80av. Since then vols have increased massively and SP fell to 1.67. I haven't bought more but the SP appears to have stabilised and is recovering slowly. IF (and i emphahsise if) the contract loss is not significant then CSV at 1.70 is very good value. I'm holding mine as still cum-div and feel it will recover and climb eventually to $2.00. But will not reach 2.oo as quickly as i originally anticapted.