Cheers mate
PXS not PSX - unless yours was a typo, is making me a killing, very happy with it. You may be looking up the wrong stock
I've think got a fair bit of what you hold with HDR and now TZL. I've noticed you're real bullish on NTC recently - is that coz they're undervalued or coz they have some sexy new technology. At first glance it doesn't look like they have any major IP advantage over say an Asian manufacturer but I'm sure you knwo more about it
Suprised you didn't want a slice of UCL!!!
Cheers
Z
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Peter Batten, MD
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