really the debate about whether THX "runs" is academic.
(Bear in mind the THX SP is currently stuck in mud in part due to the over stated weakness in Ni last wed/thurs)
Since we last talked over and over about the UMC/THX conundrum the SP on the THXO's has run from 18c to 28c... to my way of thinking (as I indicated at the time) thats pretty much similar to the return on the UMC/UMCO's.
Best way thru all this is simply own all of them. Heads in UMC, THX and if yu like ROY and the oppies as well. With the UMCO's now time lagging the THXO's become the next best leverage.
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