interesting trading, page-12

You are correct bubsmark, MVP has yet to reach half of its potential although ADO has yet to reach 1/100th of its potential.

Combine this with the fact that MVP is currently trading on a very elevated P/E multiple with a lot of the good news already factored in (and a bubblesque graph, not that I pay any great attention to graphs) and I was happy to take profits and reinvest in ADO.

MDI is a great little business although ADO has the capacity to really blow the market away if management get the deals signed and I don't want to be half in.