I've got no problems with Perilya. I'm looking to buy back in soon. MIR may be top stock pickers, but if they'd waited a month with Perilya they might have saved $10m. Oh to own a retroscope.
What interests me more in the KZL stable is what they are going to do with AXM. In typical style, there's no news but my bet is that you'll wake up one morning and it will have doubled. They are not there for the directors fees.
