Thanks very much, Amex and Bev. In these troubled times, it is very helpful to have some significant reassurance on one of the stocks in my (our) portfolio, and particularly TZL, being over a third of that portfolio.
Looking at the powerpoint presentation from Porters, it looks as though it is old technology covered there (2004) and the Intevia involvement is much later. I wonder whether they approached TZL or TZL approached them?
R
a contrarian view, page-8
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