### Comment:
Some of the movement is likely tied to Brexit, I'd fathom about 4-5% of the total 15%

### REPLY:
Can be but I doubt it.  If you really want to hear my opinion about I'm happy to tell you in short, feel free to leave a message. Will answer within 24 hours (I'm on holiday right now) I have traded them for a while but would not touch anything related to them at this point.

### END.