remarkable that 28% of his fund is in 4 companies (cpg 9.5%, wcp 5%, tog, 5.5% and rpl 8%).


the one thing I dont like about EN holding so much of cpg is that I'm guessing 50% of the shares he has he's just keeping as a trading position and will probably exit at little over $40 I'm guessing.


happy to read about the company focusing on organic growth.  happier if they actually stick to this plan.