I have recently bought into OPI ( have spoken to the co. at...

I have recently bought into OPI ( have spoken to the co. at length and my best guess is currently sitting on a PE of 2.5-3.5) and AVV is a similar one with a great underlying business masked until now by backdoor listing and merging with a dog (ISIS).

Both these companies have finally dumped most of the rubbish associated with the original listed co. (Iocom and ISIS respectively) and the backdoor listings (Optima and AVV) are about to shine through and deliver some profits that should surprise the market.

Other holdings of mine that may surprise with their profits are BKR and HRT which if you read their last profit update looks to be on some fairly conservative multiples.

Ed.