Quarterly Update, page-9

Hi ed
Not all eggs in one basket, I just don't post on the other stock I own. Though your not to wrong Phk makes up about 95% but this is mainly to do with the increase in sp. I had moved some funds out of Phk a few months ago into cvn. Just feel comfortable with Phk , feel I,m more reaseached on this one so comfortable with where I think it's heading.
I know I'm taking a big risk (working out good so far) but trying to managing this, have cashed 150000 shares this year to recoup some funds I had invested still need to pull out another $20k to recoup funds invested I still have about 585000 shares, will cash in another 85000 shares at some stage this fy , aim to be 500000 share free carry.

Thanks
Mickem