sold avx to buy more ste

all

i am likely to be stupid but have sold AVX at 70c to buy more STE last week (at 11 c -- now 14 c Friday).

i think AVX will be a winner but there is going to a bit of a quiet period.

STE - noone seems to know it but i really think it has some legs to find the price to 20c sooner rather than later.

STE is a low risk bet on current pricing. ... profitable, good accretive acquisitions and hopefully more good news coming ... further sales of $3m currently being negotiated.

Fleetmanager / Vircom sales grew 5% in 6 weeks according to the newsletter.

Noone seems interested but i think (and a lot of hoping) STE is a mover.

n