Ann: May 2018 Shareholder Presentation, page-12

A bit off topic for CYA holders but my 2 cents anyway.


I can't see Wilson taking an unfriendly approach with things at ALF. From memory it goes way back to the start of ALF an even before that when Wilson has backed Braitling to do well.


Guessing the shares Wilson owns personally in ALF have done fine as he never bought at the crazy premiums ALF got too. In fact I think he reduced his holding during those years and been buying this year. Shares held from the early days would have done well. I doubt he will get unfriendly just because the last 3 years have been very poor. Backing Braitling over the 15 years has probably served him well.