Ann: Change in substantial holding, page-6

Look there has been a point missed by most about NXT

The business is doing well with a growth forecast most Coys would love to have its a great business with a bright future

The reason an I pointed this out before is there has been a big rotation out of industrials into mining this year in particular the last 6-8 weeks

Correlating in the falls of GOOD COYS like NXT BAP ALU MMS CAR BWX SYD to name a few

So chances are this will continue as miners lift earnings prices rise more in that sector

Now we have banks moving on bond yields going up

It seems to me we are in the midst of a buyers strike in many of these stocks

I've been evaluating where NXT may be in 3-5 months I think they will be ok but the sp may come under more pressure