For what it is I thought BKI werent doing a bad job managing...

For what it is I thought BKI werent doing a bad job managing themselves and now I wonder if s/h of URB are bearing the brunt of SOL adding another vehicle to the stable for the 'family' to grow.
I also think that a certain amount of hubris was evident as URB appear to have over promised and under delivered which with history prove SOLnever do..Young guns finding their saddle ?

Didnt most of the portfolio get rolled over from existing holdings in the group?

ill have to go and look at Contact's history before I make a duck of myself.