Zeev's Turnips Patch-No Politics (ZEEV)

[i_vitale]

Dan, your waving goodbye to PMU is due to:

i) no growth available in what they're left with;

ii) they'll be slowly halved (or something like that) in price before anything new appears and growth may resume;

iii) just so many richer stocks available.

I'm unable to understand how much La Calera was priced in the stock, but it looks like market priced it not more than 15%.

Glad if you could shed some more light on your strategy, after such a radical decision. TIA