I picked a few up recently although it's tough in illiquid stocks like this, so just a small test pot as price has been moving away from me.

It's nice to finally see CAV/BRW with a better looking balance sheet, something they should have sorted out over 10 years earlier... now that they're back on solid footing, just got to see if their strategy can play out. CAV used to be a solid earner and pay good divs before they over-stretched and got caught out by pricing and marketing moves around synthetics. It's hard to know where BRW will land this year though, because they were in the "exiting synthetics" phase last year and managed to bring in cash by reducing inventory. Not too many clues in the agm presentations either. Interested in any views.