Ann: Coffee Microcaps Presentation, page-4

yes quite an incisive analysis spiderman of the likely source of the PNC tailwinds.
Which is not to sideline the helpful impact that attends the Keith John aura. It is he who rescued the company from the Carlyle engineered oblivion and who has brought in Nomura ....and latterly Terry Samuel asset management.
FYI.....the PNC position represents the second biggest position in portfolio and in my role I am required to prepare a quarterly report for our shareholders. I intend to append your analysis as a postscrip in that report. With your permission.....of course.