Looks like you were closer to the mark than me. Not that it...

Looks like you were closer to the mark than me. Not that it matters much! Much better US numbers than I was expecting bodes very well for the business.

FWIW I’ve actually sold down about 1/3 of my holdings (it is still a 20% position for me). I have enough remaining to capture the upside for the next 5-10 years or so and the diversification has so far been worthwhile (certainly for peace of mind if nothing else).