It is exactly right . Just look at the percentage of nav in the...

It is exactly right . Just look at the percentage of nav in the blaster in the recovery fund and it is something like 8 or 9 percent . Funds often have restrictions regarding concentration , that has been massively highlighted by the Woodford scandal , so the fund sells as the price goes up to the massive frustration of the fund manager who I know is v bullish having held for years and is now “reaping ” the rewards of his patience except he isn't because his compliance department is forcing him to sell . The other thing to bear in mind is that his fund , the recovery fund , has had alot of redemptions in recent years thanks to indifferent performance ( as we all know growth has killed value over the last 10 years ) but whilst they have sold alot of stuff they haven't sold the blaster but now it has become such a large percentage they are forced to sell . You could interpret this as confidence in the blaster rather than lack of given actions over the last few years .....