S1mon,Probably the main reason i sold LCM was looking a bit top...

S1mon,Probably the main reason i sold LCM was looking a bit top heavy in mining service Co's as currently holding FGE[now free carried],AAX[my largest holding] and WDS[unfortunately] and feel SWL offers more upside with federal and state spending on transport infrastructure.

Also have put a bit into the telecommunications sector in anticipation of the proposed NBN role out and potential corporate activity that may unfold.Sold my ASZ to take advantage of the +12 month tax discount to fund buys.