Ann: Webinar Investor Presentation, page-55

i don't anymore. Dont trust what ASX Directors say and not comfortable with the risk/reward. This is not to say overseas directors are any better but the market structure/players overseas are a bit different.

BCC was my last ASX position. I really liked MC and Dean, did some DD and bought 1% with the intention of getting to 3% over time. Then did more DD, met with them , and did a bit more research and quickly reversed my position. I expressed my concerns to both of them but didn't get anywhere so i took a small loss. Fundamentally the co is sound, which why i still like to keep up with it , but my concerns are more about liquidity and taking some drastic steps to get US blue chip fund managers on the register. I don't see this as a focus .....

My fundamental investment are mostly US with some European and Japanese equities. My trading account is focused on trading a mkt neutral , non-directional, conservative , options book. That keeps me busy.