Thought iŽd update the BB with a bit of information. Have always liked Ashcroft too...
Have another look at Restore and tell me you dont think it looks an interesting play though. And I would have to say that Ansa has a quite nice market share which is important imo to the insurance companies who outsource - as well as the fact that their is room for those insurers that dont outsource to jump in at some point.
Have been watching here a while since it being highlighted to me back in August, prior to its rise.