SLX 5.16% $5.20 silex systems limited

Yes. You're right. That's a huge one. It's actually not...

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    Yes. You're right. That's a huge one.

    It's actually not particularly easy to see much of a bear case for Silex beyond the obvious one of rising interest rates acting as a generalised wrecking ball on tech valuations. But because our valuation isn't anywhere near as "Blue Sky" as the rest of the tech sector, I think that we should be somewhat protected from that.
 
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