Lau here.
A shorter one this time. It’s going out with half an hour of trading left on a Friday, not because anything needs doing today, but because I’d rather you read it over the weekend than first thing Monday.
Anyway, I wanted to give you a heads-up on one of the positions I have the highest hopes for. For most of the past three months it has been trading well above our buy-up-to price. It ran away from us within a few weeks of the recommendation, and it never really came back. Until now.