My thinking with Alteria is that they invested there as (a) they had spare cash, (b) it gave them more sales diversification and (c) it got them into new markets more quickly and (d) it was a good investment in itself (though not sure this last one has worked out as well as hoped)
I'm still positive about Thursday's Ann, but assume it will not be 'the big one' but more of the same small incremental steps.
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