It will be interesting to see how this goes - to state the...

It will be interesting to see how this goes - to state the obvious CVT had totally underperformed - the new management despite talking up prospects have not got the runs on the board to date. I wonder if TPG will continue to support the company their 23c injection in 2016 has not gone well, Fidelity have suffered similarly.

This represents an opportunity for me to average down but I am undecided at this stage and probably leaning to not increasing my exposure.