Good morning, it’s Paul here. I’m making a guest appearance today, so that Graham can prepare his talks for Mello investor conference next week, in Chiswick. I’ll also be pottering around at Mello, being generally affable to passers-by, but am not doing any talks this year, because I haven’t really got anything new to say compared with last year. I’m still largely invested in the same shares, and my views on them have not changed much. The main change is that they’ve mostly gone down in price! Estimated completion time – it’s a bit complicated today, because I’m still on holiday in Gozo, the little sister island to Malta. My 50cc scooter has to go back to the hire shop by noon, but I’m itching to have a final whizz around the island on it. See moped-cam below, later! However, in order to not disappoint readers here, I’ll write about half of today’s report by about 10:00am today, then I’ll come back and write the rest this afternoon. Apologies in advance for any inconvenience. So the full report should be complete by 3pm. Update at 15:34 – it’s taking longer than expected (due to technical problems updating the article), so…

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