Yes, I'm still holding here. GYG is still looking good, although I'm kicking myself over GAN, they've been on my radar for a couple of months and I nearly bought last week at 52 but didn't, look at them now!!
Despite the warning about this year’s earnings, the company emphasised it had a strong order book and much of the slowdown was because of delays, rather than the market drying up. Some of the deferments were caused by what GYG called “an extraordinary sequence of hurricanes”.
Remy Millott, chief executive, added: “Despite the first half of the year being difficult for the group and the industry as a whole, we remain confident that the superyacht refit market is returning to normal trading patterns.
I'm sticking with it, I'm down too much to sell now. I've sold plenty recently just before a decent rise, I don't want to make that mistake here. Depending on how low it goes, I'll buy more, just like I did on 29/06/18