Yes things are well, looking for new stocks atm as well.
Keep an eye on CLT, they look cheap on the books, very agressive in the market/distribution at the moment.
I think they will be O.K. look cheap on current P.E.
Fairly low margin high turnover business.
I think we will keep BSL, a bit nervous with SMY atm. coming to production interesting comparison of SMY with nickel chart, we are thinking of selling half.
R
Charles
nice chart in front of results, page-4
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