Our list - what we have and what we need

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I think there is a place for "speculative" pickups at the right price but it would be a dire mistake to hang our collective hat on them. They should be regarded as cream on the cake who wouldn't be that important in case of failure to perform i.e. massive upside potential benefit but low downside impact in case of failure. By their nature we can't afford to take too many on board and they should be relatively cheap.