At the moment trying to keep my hands out of my pockets and dividends.
Also, the spread is about 2% and although it has cash in hand and projections seem good as well as the charts suggest to me, an up movement, I am still hesitant.
My holdings seem tilted similarly to yours, with a smattering of shares outside "Builders" and similar.
Also, I hold Ibst and Accsys. (Interesting company.)