I think your second point.
FYI Ken will be back for CEDA on the 6th (assuming no delays from Canada)
http://www.ceda.com.au/events/eventdetails/2016/10/w161006?EventCode=W161006
I would imagine he met a few movers and shakers in North America whilst there, he would be over there to make deals not watch ice hockey.
Busy 3 months for PLS up ahead
IMO DYOR etc etc
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