using the atlas numbers to value brm, page-40

cross promo gringo, but take a look at GBZ and ORD. Not without risk but tiny market caps.

management's silence has gone beyond deafening!

Sold some along the way, but was hoping for 1/7 to tick over the push the tax into next year before offloading a few more. a painful lesson in the old rule of not letting tax considerations rule investment decisions!