RE: Update on Facebook30 Nov 2019 15:31
I was far enough in that I have let this go and let’s see. I sold my ezh recently under the offer and put the lot into legal and general and costain, so reduced risk some what. I have fox, odx which is trying and getting there plus a delisted cic which claims it will be back very soon. So an all over the place, high risk portfolio.
Fox is interesting now, I think they are really going for the claim but to really get value they still need to trade otherwise I think it will come unstuck. These two new guys are interesting, if the products good, margins there have they so far just not been very good? Next few months we shall really see, obviously quarries are still working which always helps. We know if they did sell even relatively small amounts of processed they could breakeven