@Tinwins, I can’t remember if I got in at the float or not, but have never added or sold. Miles has a unique product and his knowledge of his targets, and how they work on a global scale is unparalleled. Obviously he has a great knowledge of global funds and some of his ongoing returns (Aerofour ) are amazing. Happy to be an ongoing holder… BUT. It has been a very slow grower of capital and while it produces a good divvy, I don’t know if the price of the SPP is very attractive and I don’t know exactly who is going to stump up more funds especially as no particular reason for the capital raise has been made clear. It may be the likes of GW and other large holders who have some further knowledge of the plans afoot together with deep pockets and large holdings,who end up being the main beneficiaries of the SPP and capital raise ? Happy with being a holder, but insufficient reason to add more.
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