Thanks David, interesting. I can’t see SolarEdge Tech on there......264 today,
I think we bought around 80 ?? and sold at around 40% profit, but can’t find
the numbers myself. I think generally we tend to be a little bit impatient ??
and of course there are benefits of hanging on to the right stocks of savings
on churn costs of trading and spread.
By the way, I don’t plan to recommend Water Intelligence on Monday as the price
is now up around 50% from when I first mentioned it in Feb. and it may not be
so attractive now.....but happy to discuss it as it is a strong business.
Best regards
Richard
Sent from my iPad
On 10 Apr 2021, at 16:40, David Hutchison <davidhutch321@xxxxxxxxx> wrote:
I’ve had a look at our sales decisions over the last 4 1/2 years and attach
the details. I have sneakily put in an agenda item to discuss it as I think
there are some practical conclusions to be drawn….
Best wishes
David
<WVIC Sales.numbers>
