Thanks for these - Market cap is now about 2x EBITDAIF with this write down of FY17 vs more than 3x just before this move down.
I see this as a "straw hats in winter" stock - others will gradually work out the level of over-reaction and reprice. If they reprice to where it was as a multiple of EBITDAIF, then stock should comfortably move back to $1.10 to $1.20 mark in near term.
