Ann: Brierty AGM 2015 MD Presentation, page-3

More concerned about the $9m that never seems to happen, almost a third of the market cap of the whole company :0
Been sitting on a little cash incase of a raise, was thinking about another outright buy but something smells a little funny so I'll keep the cash tucked away for the meantime.
Still comfortable holding the small parcel I have but not comfortable enough to place any more on it, currently around 3% of my portfolio and would be happy to go to 5% with a raise to pay down some debt.