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My 2 highest conviction names are #MCLS and #UAI
New CEO. Stepped up at his request to resolve issue of complexity (leverage) & out of control overhead. Parred back costs a lot (sacked most board, ripped out costs) & unwinding complexity and leverage. NAV last reported 168p. His option package kicks in in NAV growth
CEO been buying stock around here. Circa £500k. Everyone hates. My kind of name. Think should trade 50% up and then we see how he goes. Should be private. Suspect it will be
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