A rare 10 and 10, page-16

Interesting question. I do keep an eye on them becasue of that mouth watering div, I'm just always nervous about the stability of that and the SP. Fund managers are prone to big swings in FUM if insto investors decide to change managers. Retail investors tend to be slower to move, but can be less disciplined about it. I haven't look at the hard numbers regarding a hard value, but I'm going to go totally of the cuff and say below 0.6 maybe, below 0.5 very prob. But if the SP did start to sink to those levels, I'd want to clearly understand why.

Given the yield, be good target for dividend stripping!