RE: Stockopedia comments27 Feb 2020 06:05
I managed to get sight of Graham's comments at last. Nothing new,other than it is 20% of his portfolio now. He backs management because of their incredible restraint. The Indulgence acquisition is the first for 5 years,despite having oodles of cash. Opportunism and a focus on capital preservation are two rare and invaluable characteristics of this company. VLE is only risking £1.25m of the cash pile plus a working capital facility,and will presumably look for synergies with Shire. He says he will continue to hold. And in this febrile market,it looks as good a bet as anything!! That last is my own assessment. I now hold over £40k worth for the record.