Not quite sure of your meaning as in pumped ? I didn’t see the mention of ALF in a positive light.... more into the group that has underperformed (missed the boat) and may improve IF we have another significant drop. I was putting them into the group with a significant discount to NTA (for a very good reason) and who may have a SH revolt leading to a spill/ wind up/ or other IF they don’t improve. Realistically, and one has to expect that if JB hasn’t changed his tune now, then he is unlikely EVER to do, things may be taken out of his hands. Fingers crossed that things change, whatever that change will end up being !
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