bought some PTAL. Decent yield whilst waiting for the oil price to tick up

Sold rump of MPAC, interims not well received

Added to WHR and SERE

SBRE top up

Sold LABS. Sharepad has shown two broker downgrades which have persuaded me to look elsewhere. Also I expect the budget to throw up opportunities as well as significant pain.

CRN excellent interim results and very positive not only about the rest of this year but also the next.

back into SBRE, too cheap.