I made the mistake of IRL trimming PNV during the week but I did have a lot of them.

they seem to just be getting started, they are growing at pace, recently profitable and seem to be able to scale rapidly.

the reference in recent announcements to having to pay for a distribution centre over the next couple of years caused me to rethink the capex.

but the co has got to $4 a few years ago and is in a much better position now. I would expect this to fly there fairly soon. But it didn’t stop me from trimming.