After reading the commentary in the annual report I couldn't...

After reading the commentary in the annual report I couldn't help myself and have slotted back to nearly full position in AZV. Coupled with the fact that Pie funds keep on buying, I feel justified in paying more than what I originally sold for. Its hard work not hitching a ride on this quasi tech boom going on.

Its almost like your keen for a surf, however you are feeling a bit lazy. So you check the wind and swell conditions online and the readings are showing onshore tiny slop. You call up your mates and they aren't interested because they are too hungover from the night before. But your keen to get wet, so you brew up an average coffee and decide to go check it out anyway. When you get there you can't believe your eyes, its uncrowded and barreling up a storm. So what do you do? It looks a little bit straight and hollow, of course there is a chance that you might break your neck getting dumped on the shallow sand bank, or get eaten by a shark (surely that was a dolphin) or maybe even stung by a jelly fish, but if you can make that initial drop and have at least a one second sensation of losing all sense of time and become one in an ocean water surrounded tunnel of raw energy, then its totally worth it :)