I decid­ed to exit a small his­toric posi­tion I had in a com­pa­ny called Genex Pow­er and swap it for Capral Alu­minum (CAA). The Genex Pow­er shares were from a cap­i­tal rais­ing that Alex Hay got me stock in. This is not a major posi­tion and well below my nor­mal stake in the port­fo­lio.

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