8 long years with AVB and sold out about 4 weeks ago. Bitter...

8 long years with AVB and sold out about 4 weeks ago. Bitter sweet but a decent margin

WHA looks rather enticing..........taken a small position but hope as well that this one does not take 8 years

I do see 2020 looking very different as the build takes shape. I like the slow build with regards to strengthening their position in the market place and a plan for the next 12-18 months to get that infrastructure working and getting this baby to CF+

Happy to see them reaching for growing markets with RCEP countries which is always a great de-risking strategy seen as there are intentions to satisfy parts of China. I am not sure of board experience in dealing with China and rely on them having done their dd in this venture.

So far so good and will not flinch at daily sp fluctuations............it's all part of growing and seeds are being sowed and some sprouting to follow shortly

AIMHO of course