Good points here (insomniac - what is this WAM presentation? I was at the AGM and there was no reference to 30 growth, although the word "growth" was used several hundred times.)
Sylah, don't get me wrong. This is great company, but the shareprice has grown 44% in two months. That sort of growth can't go on indefinitely. If it did, we would be at $6.00 this time next year. Seems a big ask, even if the 30% eps growth eventuates. There is still value at current prices, but this declines as prices increase.
great acquisiting, page-36
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