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Just on your post brilliantmichael, its true that shv does just 'commercialise' the assets of others to extent, particularly TIM.......that's probably why I've preferred TIM exposure to date which I'm a little behind on but that was when shv was twise the price!!! The fact remains that TIM needs SHV and vice versa....and just from memory TIM owns over 10% of SHV so it looks like they will keep working together......Recent price developments are a little surpising as when the MIS rulings first came out, the 'experts' and brokers said SHV would be unaffected because 'almonds will be grown with MIS or not'.......I thought that was a flippant attitude at the time but now it seems like the opposite has happened...TIM has not slid while SHV has lost half its value.......no matter what anyone says, both these companies will be printing substantial amounts of money next year and years to come
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