Cabe - you're onto a winner - have followed YTC (and WLF)for some time, but already had my position in KAS (from seed).
I like my tightly structured co's - bit more buffered from volitility. Sometimes the problem can be the entry price if you didn't get in on ground level.
If you're interested in researching a bit more on tin, may I suggest http://www.itri.co.uk/
HAPPY INVESTING