PTM 0.95% $1.07 platinum asset management limited

Held this from 3.5 to about 5.2 recently - easy to see from the...

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    Held this from 3.5 to about 5.2 recently - easy to see from the tea leaves that they are foregrounding Andrew Clifford more and more in newsletters and in the analyst presentations.

    Chances of Kerr Neilson stepping down / transitioning out soon? How much key man risk goes with him? And market reaction? I've got it on the watchlist to rebuy if and when that all becomes an obsession of the market with the fear the investment process will walk out the door with him.
 
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