I still think the negative posters are being a bit harsh. The Diversa investment, should the payment eventually come through will prove to have been very profitable. The KPMG investment is tracking well. All the critical numbers are up and it would appear there are some significant tailwinds. I’m willing to take a longer view than most since it was only a year ago that the sp was double today’s price and once this Sargon fiasco is behind us then things should bounce back rapidly. Sargon now has too much to lose if they default on the current terms and although there is risk that often is the way in equity markets.
OVH Price at posting:
37.5¢ Sentiment: Buy Disclosure: Held