HLL - what is the reason for the panic sell on AZZ (holding @ 21), do you know? Just a mis-reading of the announcement yesterday?
Out of OEX for .185, still think it may run but gotta book profits when they come.
Stuffed up on SRR, though it was tanking and got out.
MGX, nice to be on something before Kevi picks it for a change :-)
JP - One of the reasons you might consider a company is that a Trust cannot hold a profit from one year to the next (I'm pretty sure!) - it must be distributed to human being. Whereas a company you can withhold paying the dividend within a company (and pay 30% coy tax) and declare the dividend in future years when your earnings may be less. So intead of paying 48c in the dollar if you've had a great year this year, you can push it into the next year when you might be in 42c tax bracket. Clear as mud?
