ML's doing, page-9

Hi BC. I’m not holding much at the moment (exited a lot of positions in December), but I follow and comment on a wide variety of companies. There’s plenty on the shortlist but am just biding my time… I think 2023 will be the year for the patient. BCB is still on the list - I’m not hanging around just to be a bad smell - I just want to see how they get through the next quarter or two and ramp up phase.

Whether I hold or not, I try to keep my comments as rational/unbiased as possible. Hopefully that comes through. Cheers