Substantial shareholder Mawer has also been selling down this half after taking a position in Gentrack. This is discussed in an earlier thread headed HS v GTK. I can't see why both companies will not continue to enjoy rapid growth at high rates of return.
When I include TNE and some smaller stakes in a few start-ups, I am now very heavily weighted toward tech stocks. One reason I favour tech is that it is not dependent on China. What I also like most about HNS, GTK and TNE is that they all enjoy "sticky" customers and serious pricing power in markets that provide plenty of headroom for future growth. I think all offer excellent value over the long term, though I wouldn't say any were cheap. Cheers.
Ann: Chairman's Address to Shareholders, page-34
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