Trimming, not selling. I felt uncomfortable being over 15%, (was over 17%) in any one stock....(I like to sleep well) so I fixed that.
I'll be VERY happy if Mav is more correct that I am with his very prescriptive $32.8m underlying profit this half.
Bit cheeky me now having a new range of $25-30m, but I think its prudent not to be too prescriptive and to focus on the longer term.
Big picture, this is a compelling long term growth story trading on a PE in the early teens and a PEG of less than 1.
I got most of my stake in the early 70 cent range so I am a very happy camper.