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Cockney Rebel's avatar

I think the weakness may be that the growth looks set to slow and fears the latest acquisition may have been near a top and over-paid for.

The CGT thing and sellers from that may have kicked in now.

Forecasts haven't ben reduced tho.

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Deborah Smith's avatar

Great review again Rebel, enjoy reading them, and wow you are lucky to be alive!

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Cockney Rebel's avatar

Thank you Deborah, yes, very lucky, and not for the first time either! I must have been a cat in a former life!

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SHP's avatar

Do you have a deeper dive into AT.? I am wondering why there was that massive sell off. I bought the downtrend serveral times. I really liked the report and also the incentive scheme (ROIC instead of earnings). what are your thoughts on Asthead Tech?

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BriefedUp - Jon's avatar

Nice one Rich - I notice AT. EPS forecasts were upgraded slightly (on Stocko), perhaps more to come - Hae a great weekend

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