Renew Takeover Rumours (RNWH)

This has been my largest and most successful holding for years (since 2006) - mind you the competition is not great. RNWH have carved out a niche and way of business second to none, and skilfully expanded to all areas of infrastructure with well researched takeovers. I don’t see the Full Circle takeover as a good strategic fit, but rather as a risk. A danger of management over-reaching away from what must already be a complex web of activity. The market gave a very muted hurrah too. Of course I hope my pessimism is misplaced.