re: one page summary G'day Alpha,
Thanks for your kind comments.
I'm pleased to see that you managed to get set on EGX. Now that the stags, traders and various other life forms would have mostly exited this stock, I believe that we can start to look at it thoroughly from an FA perspective.
At this stage, I do not have the same level of confidence in EGX as I do in CST (nor the same level of holding!). This is simply because I have not done the same level of research. My (modest) investment at this time is based on my preliminary research that revealed a business plan that I like. I am hoping that early in the new year I will find the time to start doing some thorough DD on EGX. (I may even produce a OPS :) )
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