Good Write Up From The Boat Fund - Feb Report, page-17

@MarsC another note, although you may hate broker reports, and the innuendo behind why they a written... this is forum for the sharing of knowledge (or at least that's what I try to use it for!)... And yep cannot agree more that most broker data is crap, but at the end of the day the original post was an attempt to share knowledge about a company...

And of coarse people can S**tcan it, which is fine we all have a different view, this is a forum... But lets not S**tcan the person for sharing it in the first place... I for one have enjoyed reading the posts which have followed, and they encouraged me to look at the company report again - win win, it got me thinking, and I re-read a company report on a Sunday!