Put this into perspective- what small caps get favorable funding...

Put this into perspective- what small caps get favorable funding in an environment like NOW... none basically. This looks to be extreme confidence by the lending institution and full steam ahead.

You would think a derisk rerating based on todays ANNs alone... yet the market never nervous... not much we can do. Certainly should be amongst the best performing smalls when market sentiment better overall. Some holding the SP down today to digest the ANNs IMO.

All looks good to me except the SP- but that for nearly all smalls on the market over that few months. Turnaround time like this time last year... IMO.

MAY\June historically very bad... will sit these months out from now on. Cheers...