No problems Ammie, with risk profile of the hold only small % of my investment portfolio, hound & I just did a early morning Dow check and down 30% (IMMP) so looks like the rerate down is real for now.
The old adage reinforced I guess with these bios, get in on initial revenue production before they pop up on the big fund radars, still holding CYC and in hindsight EZZ was the go. Small SOI, increasing revenues with attractive revenue to MC ratio and the funds are only waking up, don't hold EZZ but hindsight a wonderous thing.
My bio guys in my ear last night telling me not to sell for offset this financial year, will think about it and discuss with the boys in the garage.
