Ann: Investment Update and NTA June 2018, page-3

Tin, yep another good result overall, but the share price doesnt seem to be moving much. Certainly not meeting my average purchase price..... I must have bought into the SPP and other offerings at a high and the SP has never managed to reach my PP. a bit frustrating but as long as they keep performing.
Its interesting that Karl has shorted DMP and Elon Musk as LSF has done, but in the case of LSF, they were hammered for doing so. I am starting to realise that picking the right stock to short, isnt everything. One must also have impeccable timing !
I know that I’d sooner be in CDM than NSC and much much more than ALF ! (Sighhh!)