RE: Well11 Sep 2019 19:28
Longlad, well... interesting question, im treating it as a fund (as it is) and so i will be remaining in for the forseeable future. as long as i agree with 30/40% of the portfolio. Leap is very sizeable now and so thats my safety net here and im a big fan of emmac, more than juv.... and im a big fan of that as well.
all i will do eventually is top slice this when that situation arises, and so in answer to your question, no time frame at all. although its pretty clear to me that we are going to need time to spring clean the portfolio and align it to something favourable to investors.
im thinking of attending the agm in guernsey - but only if lorne attends.