Portfolio, page-7

"Thank you for sharing. I thought you also had a position in ICT."

I do; good pick-up.

Seeing they cat is out of the bag, ICT is one of the "N/A" stocks in the table (not an IT stock, I know) which I wanted to keep a bit under wraps because I'm still half pregnant in terms of portfolio position.

I like the prospects for business now that the code has been cracked in terms of the Redhill integration, and the world is finally opening up for the vocational training sector, particularly the all-important international cohort.

But I suspect I 'm guilty of finessing the stock, though, worried about the market's response to the next result (and the one after that, too, to an extent), which I think will be quite soggy given it is going to take a while to fill the student pipeline.

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