Ann: Resignation of Managing Director, page-82

Boz like minded.

My current valuation is $2.77. Using the PE * PBV = 22.5. I can't believe how many times analysts come up with the same numbers as me. My guess is you would know what I'm talking about.

So far though for me it has been foolproof. Not exactly on this one but I'm 3 bags full on this except for my recent purchase at 1.1 which to be fair is a decent up for 3 days.

Buffets variant as I understand is the 20 year view. Tick. and the moat. Tick. And the margin of safety from hell. He would be salivating on this. It's just a little smalltime for him is all I think.

Look this is pure speculation just saying it would it tick all the value investment boxes and fits in with his strategy.