Thanks @destinationsecret and @jg123456 for your suggestions. I've had a look at KYK but haven't had a chance yet to follow up on the U.K. company. KYK looks interesting but I'm a little concerned that they will disappoint on profits this year because management have given themselves a substantial pay rise which makes the historic p&l maybe more profitable than the new incarnation of the business. Am I wrong to worry about this? Will the maket care?
And a new suggestion from me for anyone interested is BVS. Similar to GBT but better product, growing faster and cheaper. Largely fits the criteria from my earlier post.
ICS Price at posting:
$1.42 Sentiment: None Disclosure: Held
