News: SRX Sirtex Responds To Varian Release On CDH's Competing Bid, page-42

FF
'Maybe I am reading too much into Allan Gray leaving but my view is that if SRX is so good, they could have exited other stocks'

I guess the equation is like this - hold SRX and make a potential 10/12%, over possibly 9 months, or get a better return elsewhere.

Now, as we all know, there are a fair few hurdles to be delt with. So Gray may have discounted that % margin down to say 6 to 8%. Can they get a lower risk return over the next 6/9 months.

I personally can't get that sort of return, so I hold. And I have the luxury of not needed the funds. In fact my issue is what to do with a large chunk of coin. Nice problem to have, I guess.

Having said which I am probably a seller at $32.
So if they recommend CDH and the SP gets there, then I'll take it.

We all have our own price depending on needs.

All the best for the future, and I wish you every sucesss. Just remember it is never wrong to take a profit.

Best.