Hi WangYou can't always get them right but I think your "I...

Hi Wang

You can't always get them right but I think your "I personally wouldn't be buying at these levels" for PDZ at 62.5c may turn out to be a quote you would rather delete :) . And not because they are now 75c.

I do not agree with you on your investment strategy with Middlemas companies. Would you be happy buying PSF at 25c (post Middlemas entry) . They are now trading at 4c. Have a look at ODY (SH return of -10% since Middlemas entry three years with no action in sight. Have a look at WCP (minus SH return since Middlemas entry years ago). Many others in the stable where you could get set and wait....

I get a better result looking at the management and looking at the asset. And then follow the stories that get traction.

PDZ has not even started yet. There will be a clear plan and we haven't even seen the first stage.

Having been in the kennel for so long do you really want to watch and weep?

Get the Fang and get set!

J9