Thanks for the post,it made good reading as I hold both the shares mentioned. Also, restores of bit of the faith I have held in them. It sounds like AVX will be the short term winner and PGL doing well over the long term (alebit one hell of a long trip,I've held mine for 7 years now). I have to say that the prospects of a take over of AVX look rather good within the next 12 months . we'll see.
link to research report, page-2
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