Changed my mind on DCI. This is not to say I wont get back in if the price falls more.
I am getting out more or less flat. Announcement that they are going to use Pearl Island cash for working capital and that:
“ The Board will re-evaluate the Company’s distribution potential when there is more clarity on the pace of additional disposals.”
Makes me think selling these assets may take a while longer than I initially expected… I’m also more concerned about the price… I always was a bit concerned about the quality of this one…