Mmmm11 May 2017 21:24
Very interesting situation isn't it. I'm not complaining about the gains I've made but it has surprised me with how it's rocketed, as was t expecting it!
Would be nice for a retrace though to add more.
That said the Investment case is compelling ... huge target market, superb profit margins and cash generation, bullet proof balance sheet with no debt, ROCE is phenomenal also.
Will be interesting to see how it pans out..
I certainly intend to hold for the foreseeable