Anton, thanks for the kind & quick reply, I like CZI even as a co for the moves they have made last few years , let alone Ni which is headed for a major bull market. May be time to take a position there and build it up slowly, I have a lot of faith in Mike Young , he is definitely not a lifestyle CEO IMHO and I think he tends to stick to deep value cos like VMY , CZI etc.Cheers.
Ann: Change in substantial holding, page-29
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