My last few months have been more about the timing of progress...

My last few months have been more about the timing of progress in the stocks. I have shifted some around as I saw fit but the core holdings are the same ones. My three big holdings are in AUZ EUC and KNM, and opportunities present themselves continually. For me , it is working well.

There is no hype in these three stocks. They all have a deliberate purpose and that is to be number one in their specific areas. That's the drive I look forward to in management. You don't want plodders.