Still holding.Not as much. I think I mentioned that for me the...

Still holding.
Not as much. I think I mentioned that for me the RR ratio had changed and that this was the reason for (what was the term DM used?) "Reweighting my portfolio".


Also like K, I've not got a lot to add.
All the fundamentals I have harped on about over last years still applies - just my top end has changed (based on opinion from those within industry)

Suspect 2023 for acquisition at the earliest.
Therefore given my base case is 2023, I believe I can generate bigger returns elsewhere until I consider any further "Reweighting"