Ann: Change in substantial holding, page-35

I wish I had bought more KME at 20.5c but I was literally liquidating other positions to do it and now I'm overweight. Got my average down a bit though so am sitting on a paper gain. Still, quite a bummer that I initially bought too high.

As mr khan says though it is really about the results now. I have thought about it and I think that this is a slowly unfolding story but that the market is probably underestimating the fundamental importance of the move to a revenue sharing model. It blows my mind that they would ever have had a different model.