The management of SHJ has put together a few good periods and...

The management of SHJ has put together a few good periods and the company seems to be performing okay. Remember though, that there is still a sizeable amount of WIP in the balance sheet and secured debt of $72m. The company is not going to just run itself - they need to continue to keep a right hold on what is happening and keep the WIP at the correct amount, which we have no idea about, until it goes wrong. So, I will continue to hold a modest amount of shares, but it is still not a company that I feel comfortable putting in a significant amount of my capital. Let's see what the next 12 months will bring, but I hope there are no surprises.