I did sell a large portion of my holdings in the teens, but I...

I did sell a large portion of my holdings in the teens, but I still think the team can take this global, it was just way ahead of itself at that point in time.

Generally - more of a realist, than negative. I like companies with moats, quality cashflow and great management teams. This one ticks one of those boxes, arguably two, so my position is still hold.

I realise DT has stated we have sufficient cashflow until next year, but until the team starts showing cost decreases then the market won't react positively. One thing to say it, another to do it and DT hasn't missed many deadlines so far so market is still in favour if this happening.