Ah, fair enough. I've been doing the reverse - bolstering my...

Ah, fair enough. I've been doing the reverse - bolstering my position as LVT continues to increase its ARR. I'm really liking the trajectory of this stock; the N3 hookup looks like it is about to more than pay for the return on spend this financial year. Assuming it does, the ARR multiple should warrant a healthy continuation of the overall uptrend on the share price.

CV1 looks interesting; will have to give it some more eyeballing.