so close analyser!, page-9

re: a man of my word - my butt Macrae - I think that you are right in that the acquisitions are having an impact as are likely the oppies nearing expiry.

I still hold just the million fully paids in 2 buys at an average of 3.5 - 3.6. I probably should have bought the oppies in hindsight - it's always easier in hindsight ;-)

I can see this going down to the 7's if it doesn't bounce soon - reminds me a bit of JUM early this year - except TOX's climb has been much slower and steadier than JUM which is a good thing I think - and earnings outlook for TOX is much much better than JUM at that point. As long as they don't shoot themselves in the foot with poor acquisitions it should be ok, but nothing is 100%.