dls, page-4

(colquhoun) - yes they have made a good profit so if that was the strategy then well done. LT though it is questionable and in reality the BPT SP has done jack! considering all this ra-ra about how they are debt free, yes, this is a good position but worthless if you can't grow the business with good solid additions to your balance sheet. BPT are one of the few resources companies that has not enjoyed the ride since March and IMO the problem isn't one of prospects in so much as the marketing and profile of the company is lacking. LT BPT represents good buying but ST it's a bit directionless - that's why the DLS deal was a missed opportunity IMO.