SWL seymour whyte limited

Hi Mike, Sold half my SWL holding a while back to be free...

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    Hi Mike, Sold half my SWL holding a while back to be free carried, something i don't normally do.
    Feel the value in SWL is the higher ROE than many peers and think their business expansion plans particularly in the QLD mining opportunities can offer much SP upside with a tight share registry.
    Still holding STS and LDW in the mining service sector.
    And yes ASL has been a standout.
 
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