2 vessels are added in Q4 and should reflect in their profits as there is a significant gain when they use own vessels to ship raw bitumen as per last concall. This year also increased road construction budget is there, so I took a calculate bet to add a 2.5% of PF position. Technically there is a consolidating traingle. If it breaks down I will exit. Quick review of AR-22 and recent concall are positive, though some of the moves are not retail shareholders friendly.
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