Agree with your points. I hold SRT, WPI, BLZ and CAV (a pre-MW spec buy that didn't quite pan out...). Holding the first three for potential I see in the SRT acquisition and a view that positive sentiment will flow through into WPI and BLZ. Obviously with the integer delayed DD this hasn't quite happened, and there are obviously flip-side risks. But, decided to pick up more as the $$ on the line for MW are far more than me, so assuming he'll do everything possible to make integer a goer from here - obv unless DD throws up some real issues. A solid investor preso and price kick in SRT post DD would be nice and likely see WPI and BLZ follow. Ta (all just opinions of course).
WPI Price at posting:
2.1¢ Sentiment: Buy Disclosure: Held
