I have been holding SKF for a while. In order to alleviate my...

I have been holding SKF for a while. In order to alleviate my concerns re break even point I developed a spreadsheet which I use to track against the quarterlies (and study the development of early growth stocks such as this). The last 2 quarterlies evened out to a ‘on track’ conclusion, however with some rising costs it was going to be touch and go as to whether an addition CR was needed. This recent AGM has added a lot of confidence to my investment thesis. The forecasting is showing the growth from the recent acquisition and added value from partnerships. One more quarterly with positive news flow and I will accumulate further as the company will be derisked to a comfortable position. After that others will start to take interest and this stock will rerate rapidly as it is reasonably tightly held. All imo only cheers.