the quickening, page-44

TME, an i ask if this is your main play at the moment ? and if so how did you come to focus on ADE rather than say a SXY or DLS ? was it first mover advantage more than anything or a valuation metric that you saw as a stand-ot v's the competition ?

Just interested in why you became so pro ADE rather than others ? or if you have a suite of holdings with ADE being only one of them.

Dont have to answer if you dont want too. cheers

Also, when are you meeting with management again ? I am sure you will have a range of questions to ask that people on HC are wondering about (non-sensitive of course) !